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Invesco Municipal Income OPP (OIA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,310,011 from 1,259,187
Change+50,824 (+4%)
Value$7.5M (-$313.2K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares265,379 from 259,106
Change+6,273 (+2%)
Value$1.5M (-$88.4K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares260,920 from 243,492
Change+17,428 (+7%)
Value$1.5M (-$17.0K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares151,391 from 152,975
Change-1,584 (-1%)
Value$867.5K (-$82.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares117,264 from 117,079
Change+185 (+0%)
Value$672.0K (-$55.0K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares114,299 from 16,983
Change+97,316 (+573%)
Value$654.9K (+$549.5K)
Filed 2026-11-03
Melfa Wealth Management, Inc.
UNCHANGED
Shares74,780 from 74,780
Change0 (0%)
Value$428.5K (-$35.9K)
Filed 2026-11-06
Burford Brothers, Inc.
INCREASED
Shares52,470 from 34,470
Change+18,000 (+52%)
Value$300.7K (+$86.6K)
Filed 2026-10-21
Midwest Trust Co
UNCHANGED
Shares43,009 from 43,009
Change0 (0%)
Value$246.4K (-$20.6K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
INCREASED
Shares39,480 from 39,214
Change+266 (+1%)
Value$226.2K (-$18.5K)
Filed 2026-10-09
G2 Capital Management, LLC / OH
UNCHANGED
Shares28,793 from 28,793
Change0 (0%)
Value$165.0K (-$13.8K)
Filed 2026-10-23
Phoenix Wealth Advisors
INCREASED
Shares28,071 from 19,526
Change+8,545 (+44%)
Value$160.8K (+$39.6K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares26,184
Change+26,184
Value$150.0K
Filed 2026-11-05
Stronghold Wealth Management L.L.C.
UNCHANGED
Shares25,811 from 25,811
Change0 (0%)
Value$147.9K (-$12.4K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
UNCHANGED
Shares25,646 from 25,646
Change0 (0%)
Value$147.0K (-$12.3K)
Filed 2026-10-16
David J Yvars Group
NEW
Shares23,101
Change+23,101
Value$132.4K
Filed 2026-10-09
Southern Financial Group, LLC
UNCHANGED
Shares20,986 from 20,986
Change0 (0%)
Value$120.3K (-$10.1K)
Filed 2026-10-30
River Street Advisors LLC
UNCHANGED
Shares18,450 from 18,450
Change0 (0%)
Value$105.7K (-$8.9K)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares18,286 from 18,451
Change-165 (-1%)
Value$104.8K (-$9.8K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
UNCHANGED
Shares17,830 from 17,830
Change0 (0%)
Value$102.2K (-$8.6K)
Filed 2026-10-20
Silverlake Wealth Management LLC
UNCHANGED
Shares17,783 from 17,783
Change0 (0%)
Value$101.9K (-$8.5K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
DECREASED
Shares15,771 from 16,776
Change-1,005 (-6%)
Value$90.4K (-$13.8K)
Filed 2026-10-27
Creekside Partners
UNCHANGED
Shares14,892 from 14,892
Change0 (0%)
Value$85.3K (-$7.1K)
Filed 2026-11-04
Vista Investment Partners II, LLC
UNCHANGED
Shares13,947 from 13,947
Change0 (0%)
Value$79.9K (-$6.7K)
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares13,468 from 13,468
Change0 (0%)
Value$77.2K (-$6.5K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares12,946
Change+12,946
Value$77.5K
Filed 2026-11-03
Evergreen Capital Management LLC
UNCHANGED
Shares12,914 from 12,914
Change0 (0%)
Value$74.0K (-$6.2K)
Filed 2026-10-23
NWF Advisory Services Inc.
UNCHANGED
Shares12,166 from 12,166
Change0 (0%)
Value$69.7K (-$5.8K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED
Shares11,064 from 11,064
Change0 (0%)
Value$63.4K (-$5.3K)
Filed 2026-11-04
Entrewealth, LLC
UNCHANGED
Shares10,736 from 10,736
Change0 (0%)
Value$61.5K (-$2.9K)
Filed 2026-10-14
Providence First Trust Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$57.3K (-$4.8K)
Filed 2026-11-02
Compass Financial Management LLC
NEW
Shares3,500
Change+3,500
Value$20.1K
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$3.4K (-$288)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.9K (-$240)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$573 (-$48)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$4 ($0)
Filed 2026-10-23
Bank of New York Mellon Corp
CLOSED
Shares0 from 22,861
Change-22,861 (-100%)
Value$0 (-$142.0K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 15,413
Change-15,413 (-100%)
Value$0 (-$95.7K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 1,824
Change-1,824 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-02
Guggenheim Capital LLC
N/A
Shares— from 889,362
Change-889,362 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 694,936
Change-694,936 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 692,453
Change-692,453 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 565,992
Change-565,992 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 430,527
Change-430,527 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 323,013
Change-323,013 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 284,491
Change-284,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 267,645
Change-267,645 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 206,278
Change-206,278 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 162,358
Change-162,358 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 142,145
Change-142,145 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 103,507
Change-103,507 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,451
Change-99,451 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 76,117
Change-76,117 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 74,600
Change-74,600 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 62,345
Change-62,345 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,274
Change-62,274 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 56,684
Change-56,684 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 39,505
Change-39,505 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,979
Change-37,979 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 37,897
Change-37,897 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 35,340
Change-35,340 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 28,008
Change-28,008 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 27,989
Change-27,989 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 16,015
Change-16,015 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,182
Change-11,182 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,715
Change-10,715 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED1,310,0111,259,187+50,824+4%$7.8M$7.5M-$313.2K2026-10-13
Commonwealth Equity Services, LLC
INCREASED265,379259,106+6,273+2%$1.6M$1.5M-$88.4K2026-11-02
PNC Financial Services Group, Inc.
INCREASED260,920243,492+17,428+7%$1.5M$1.5M-$17.0K2026-11-06
LPL Financial LLC
DECREASED151,391152,975-1,584-1%$950.0K$867.5K-$82.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED117,264117,079+185+0%$727.0K$672.0K-$55.0K2026-11-02
Advisor OS, LLC
INCREASED114,29916,983+97,316+573%$105.5K$654.9K+$549.5K2026-11-03
Melfa Wealth Management, Inc.
UNCHANGED74,78074,78000%$464.4K$428.5K-$35.9K2026-11-06
Burford Brothers, Inc.
INCREASED52,47034,470+18,000+52%$214.1K$300.7K+$86.6K2026-10-21
Midwest Trust Co
UNCHANGED43,00943,00900%$267.1K$246.4K-$20.6K2026-10-22
Insight Wealth Strategies, LLC
INCREASED39,48039,214+266+1%$244.7K$226.2K-$18.5K2026-10-09
G2 Capital Management, LLC / OH
UNCHANGED28,79328,79300%$178.8K$165.0K-$13.8K2026-10-23
Phoenix Wealth Advisors
INCREASED28,07119,526+8,545+44%$121.3K$160.8K+$39.6K2026-11-03
Rossby Financial, LCC
NEW26,184—+26,184——$150.0K—2026-11-05
Stronghold Wealth Management L.L.C.
UNCHANGED25,81125,81100%$160.3K$147.9K-$12.4K2026-10-16
Concurrent Investment Advisors, LLC
UNCHANGED25,64625,64600%$159.3K$147.0K-$12.3K2026-10-16
David J Yvars Group
NEW23,101—+23,101——$132.4K—2026-10-09
Southern Financial Group, LLC
UNCHANGED20,98620,98600%$130.3K$120.3K-$10.1K2026-10-30
River Street Advisors LLC
UNCHANGED18,45018,45000%$114.6K$105.7K-$8.9K2026-10-22
RFG Advisory, LLC
DECREASED18,28618,451-165-1%$114.6K$104.8K-$9.8K2026-11-03
Genesee Capital Advisors, LLC
UNCHANGED17,83017,83000%$110.7K$102.2K-$8.6K2026-10-20
Silverlake Wealth Management LLC
UNCHANGED17,78317,78300%$110.4K$101.9K-$8.5K2026-10-21
Pathway Financial Advisers, LLC
DECREASED15,77116,776-1,005-6%$104.2K$90.4K-$13.8K2026-10-27
Creekside Partners
UNCHANGED14,89214,89200%$92.5K$85.3K-$7.1K2026-11-04
Vista Investment Partners II, LLC
UNCHANGED13,94713,94700%$86.6K$79.9K-$6.7K2026-10-15
Fortitude Advisory Group L.L.C.
UNCHANGED13,46813,46800%$83.6K$77.2K-$6.5K2026-10-15
StoneX Group Inc.
NEW12,946—+12,946——$77.5K—2026-11-03
Evergreen Capital Management LLC
UNCHANGED12,91412,91400%$80.2K$74.0K-$6.2K2026-10-23
NWF Advisory Services Inc.
UNCHANGED12,16612,16600%$75.6K$69.7K-$5.8K2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED11,06411,06400%$68.7K$63.4K-$5.3K2026-11-04
Entrewealth, LLC
UNCHANGED10,73610,73600%$64.4K$61.5K-$2.9K2026-10-14
Providence First Trust Co
UNCHANGED10,00010,00000%$62.1K$57.3K-$4.8K2026-11-02
Compass Financial Management LLC
NEW3,500—+3,500——$20.1K—2026-10-30
Highline Wealth Partners LLC
UNCHANGED60060000%$3.7K$3.4K-$2882026-10-19
First Horizon Corp
UNCHANGED50050000%$3.1K$2.9K-$2402026-10-26
Larson Financial Group LLC
UNCHANGED10010000%$621$573-$482026-11-05
Signaturefd, LLC
UNCHANGED1100%$4$4$02026-10-23
Bank of New York Mellon Corp
CLOSED022,861-22,861-100%$142.0K$0-$142.0K2026-11-05
MCF Advisors LLC
CLOSED015,413-15,413-100%$95.7K$0-$95.7K2026-10-28
NBT Bank, N.A.
CLOSED01,824-1,824-100%$11.3K$0-$11.3K2026-10-21
International Assets Investment Management, LLC
CLOSED0741-741-100%$4.6K$0-$4.6K2026-11-02
Guggenheim Capital LLC
N/A—889,362-889,362-100%$5.5M———
Raymond James Financial Inc
N/A—694,936-694,936-100%$4.3M———
Bank of America Corp
N/A—692,453-692,453-100%$4.3M———
Ameriprise Financial Inc
N/A—565,992-565,992-100%$3.5M———
Morgan Stanley
N/A—430,527-430,527-100%$2.7M———
Wells Fargo & Company
N/A—323,013-323,013-100%$2.0M———
Van Eck Associates Corp
N/A—284,491-284,491-100%$1.8M———
UBS Group AG
N/A—267,645-267,645-100%$1.7M———
Osaic Holdings, Inc.
N/A—206,278-206,278-100%$1.3M———
Envestnet Asset Management Inc
N/A—162,358-162,358-100%$1.0M———
Invesco Ltd.
N/A—142,145-142,145-100%$882.7K———
Cetera Investment Advisers
N/A—103,507-103,507-100%$642.8K———
NewEdge Advisors, LLC
N/A—99,451-99,451-100%$617.6K———
MML Investors Services, LLC
N/A—76,117-76,117-100%$472.7K———
Savvy Advisors, Inc.
N/A—74,600-74,600-100%$463.3K———
Rivernorth Capital Management, LLC
N/A—62,345-62,345-100%$387.2K———
Janney Montgomery Scott LLC
N/A—62,274-62,274-100%$387.0K———
HighTower Advisors, LLC
N/A—56,684-56,684-100%$352.0K———
Everstar Asset Management, LLC
N/A—39,505-39,505-100%$245.3K———
Northwestern Mutual Wealth Management Co
N/A—37,979-37,979-100%$235.9K———
Royal Bank of Canada
N/A—37,897-37,897-100%$235.0K———
Rockefeller Capital Management L.P.
N/A—35,340-35,340-100%$219.5K———
Sanctuary Advisors, LLC
N/A—31,000-31,000-100%$192.5K———
IHT Wealth Management, LLC
N/A—28,008-28,008-100%$173.9K———
Readystate Asset Management LP
N/A—27,989-27,989-100%$173.8K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$124.2K———
Camelot Portfolios, LLC
N/A—20,000-20,000-100%$124.2K———
Susquehanna International Group, LLP
N/A—16,489-16,489-100%$102.4K———
Baird Financial Group, Inc.
N/A—16,015-16,015-100%$99.5K———
Nuveen, LLC
N/A—15,969-15,969-100%$99.2K———
Mariner, LLC
N/A—11,182-11,182-100%$69.4K———
AssuredPartners Investment Advisors, LLC
N/A—10,715-10,715-100%$66.5K———
Jones Financial Companies Lllp
N/A—8,676-8,676-100%$53.6K———
Steward Partners Investment Advisory, LLC
N/A—4,702-4,702-100%$29.2K———
Rothschild Investment LLC
N/A—4,440-4,440-100%$27.6K———
Global Retirement Partners, LLC
N/A—2,400-2,400-100%$14.9K———
Operose Advisors LLC
N/A—271-271-100%$1.7K———
BlackRock, Inc.
N/A—1-1-100%$5———
Showing 78 of 78 institutions