Overview
- TickerOIA on NYSE2
- HeadquartersAtlanta, United States2
- Incorporated inMA3
- Business address1331 Spring Street N.W., Suite 2500, Atlanta, Ga 303093
- Legal formFUND2
- Kind of organizationFund2
- LEIDJSR2NJ3985722G80Y202
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O CT CORPORATION SYSTEM, 02110 Boston, United States2
- Registered withSecurities and Exchange Commission, 00008353332
Corporate structure
Invesco Municipal Income Opportunities Trust sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Invesco Municipal Income Opportunities Trust
- Bank of America Filed SC 13D/A on Invesco Municipal Income Opportunities Trust, latest Dec 13, 2024 (3 filings since Jan 4, 2022)
- Invesco Municipal Income Opportunities Trust Atlanta, Georgia, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led Invesco Municipal Income Opportunities Trust, and when. Pick a name to see everywhere that person has worked.
Chief financial officer
- PresidentGlenn Eugene Brightman Oct 10, 2023 to Oct 10, 20234
- PresidentRandy Takian Sep 25, 2008 to Oct 16, 20085
- Chief financial officerTerry Vacheron Mar 24, 2022 to Mar 24, 20226
- Chief financial officerAnnette Lege May 15, 2020 to May 15, 20207
- Chief financial officerLaura Allison Dukes Aug 5, 2020 to Aug 5, 20208
Board members and other officers (44)
- Senior Vice PresidentStephanie Butcher Mar 31, 2023 to Mar 31, 20239
- Senior Vice PresidentTony Wong Mar 31, 2023 to Mar 31, 202310
- Senior Officer & SVPJames R. Bordewick Jr. Mar 9, 2022 to Mar 9, 202211
- Chief Accounting OfficerMark William Gregson Mar 23, 2022 to Mar 23, 202212
- Chief Compliance officerTodd F. Kuehl May 13, 2020 to May 13, 202013
- Vice President,PFO & TreasurerAdrien Deberghes Nov 24, 2020 to Nov 24, 202014
- Senior Vice PresidentAndrew Schlossberg May 3, 2019 to May 3, 201915
- Senior Vice PresidentGregory McGreevey Dec 14, 2017 to Dec 14, 201716
- CCORobert Raymond Leveille Jun 3, 2016 to Jun 3, 201617
- Principal Financial OfficerKelli K. Gallegos Jun 9, 2016 to Jun 9, 201618
- AML OfficerCrissie Wisdom Sep 8, 2014 to Sep 8, 201419
- Vice PresidentKaren Dunn Kelley Sep 8, 2014 to Sep 8, 201420
- Senior VP, Senior OfficerRussell Burk Sep 8, 2014 to Sep 8, 201421
- Chief Compliance OfficerSpillane Todd Sep 8, 2014 to Sep 8, 201422
- CCO of the AdvisorMary Ann Picciotto May 5, 2010 to May 6, 201023
- PFO, TreasurerSheri Morris Jun 7, 2010 to Jun 7, 201024
- Vice PresidentKevin Michael Klingert Jul 1, 2008 to Jul 1, 200825
- Vice PresidentDavid Germany Feb 10, 2006 to Feb 10, 200626
- Vice PresidentDennis Shea Feb 14, 2006 to Feb 14, 200627
- Board memberTony Wong Mar 31, 2023 to Mar 31, 202310
- Board memberAnnette Lege May 15, 2020 to May 15, 20207
- Board memberColin Meadows May 15, 2020 to May 15, 202028
- Board memberKevin M. Carome May 15, 2020 to May 15, 202029
- Board memberLoren M. Starr May 15, 2020 to May 15, 202030
- Board memberDavid C. Arch Jun 4, 2010 to Jun 4, 201031
- Board memberHugo Sonnenschein Jun 4, 2010 to Jun 4, 201032
- Board memberMartin L. Flanagan Jun 4, 2010 to Jun 4, 201033
- Board memberRodney F. Dammeyer Jun 4, 2010 to Feb 3, 201634
- Board memberBob R. Baker Jun 7, 2010 to Jun 7, 201035
- Board memberLarry Soll Jun 7, 2010 to Jun 7, 201036
- Board memberWayne W. Whalen Jun 7, 2010 to Feb 25, 201537
- Board memberAlbert R. Dowden Jun 8, 2010 to Jun 8, 201038
- Board memberFrank S. Bayley Jun 8, 2010 to Feb 25, 201539
- Board memberJames T. Bunch Jun 8, 2010 to Jun 8, 201040
- Board memberLewis F. Pennock Jun 8, 2010 to Jun 8, 201041
- Board memberPrema Mathal-Davis Jun 8, 2010 to Jun 8, 201042
- Board memberRaymond Stickel Jr. Jun 8, 2010 to Jun 8, 201043
- Board memberCarl F. Frischling Jun 9, 2010 to Jun 9, 201044
- Board memberFrank L. Bowman Aug 25, 2006 to Aug 25, 200645
- Board memberKathleen A. Dennis Aug 25, 2006 to Aug 25, 200645
- Board memberW. Allen Reed Aug 25, 2006 to Aug 25, 200645
- General counselMelanie Ringold Jan 10, 2023 to Jan 10, 202346
- General counselJeffrey H. Kupor Apr 5, 2018 to Apr 5, 201847
- General counselJohn Zerr Sep 8, 2014 to Sep 8, 201448
Subsidiaries and ownership
Fund manager
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Former names
Timeline
- Apr 2, 2012Founded Invesco Municipal Income Opportunities Trust is founded2
Filings
65 filings to the SEC since October 2021: 12 insider forms, 3 large holders, 50 other. The latest 20:
- Sep 10, 2026N-CEN/A EDGAR
- Aug 21, 2026N-PX EDGAR
- Jul 29, 2026NPORT-P EDGAR
- May 14, 2026N-CEN EDGAR
- May 8, 2026N-CSR EDGAR
- Apr 28, 2026NPORT-P EDGAR
- Jan 29, 2026NPORT-P EDGAR
- Nov 7, 2025N-CSRS EDGAR
- Oct 30, 2025NPORT-P EDGAR
- Aug 28, 2025N-PX EDGAR
- Jul 30, 2025NPORT-P EDGAR
- May 14, 2025N-CEN EDGAR
- May 2, 2025N-CSR EDGAR
- Apr 29, 2025NPORT-P EDGAR
- Mar 13, 2025424B5 EDGAR
- Mar 6, 2025POS EX EDGAR
- Feb 12, 2025EFFECT EDGAR
- Feb 7, 2025N-2/A EDGAR
- Feb 5, 2025CORRESP EDGAR
- Jan 29, 2025NPORT-P EDGAR
The 65 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Bank of AmericaSC 13D/A, 3 filings Jan 4, 2022 to Dec 13, 202449
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 74. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,259,187 | $7.8M | 0.2% | −25,135 |
| Guggenheim Capital LLC | 889,362 | $5.5M | 0.0% | −66,910 |
| Raymond James Financial Inc | 694,936 | $4.3M | 0.0% | −49,141 |
| Bank Of America Corp /de/ | 692,453 | $4.3M | 0.0% | −167,508 |
| Ameriprise Financial Inc | 565,992 | $3.5M | 0.0% | −4,688 |
| Morgan Stanley | 430,527 | $2.7M | 0.0% | +8,839 |
| Wells Fargo & Company/mn | 323,013 | $2.0M | 0.0% | +26,991 |
| Van Eck Associates Corp | 284,491 | $1.8M | 0.0% | +10,076 |
| UBS Group AG | 267,645 | $1.7M | 0.0% | −2,977 |
| Commonwealth Equity Services, LLC | 259,106 | $1.6M | 0.0% | +11,709 |
| PNC Financial Services Group, Inc. | 243,492 | $1.5M | 0.0% | +19,895 |
| Osaic Holdings, Inc. | 206,278 | $1.3M | 0.0% | +69,090 |
| Envestnet Asset Management Inc | 162,358 | $1.0M | 0.0% | +19,621 |
| LPL Financial LLC | 152,975 | $950.0K | 0.0% | −9,173 |
| Invesco Ltd. | 142,145 | $882.7K | 0.0% | +78,287 |
| Cetera Investment Advisers | 103,507 | $642.8K | 0.0% | +6,994 |
| NewEdge Advisors, LLC | 99,451 | $617.6K | 0.0% | +45,739 |
| Mml Investors Services, LLC | 76,117 | $472.7K | 0.0% | +5,772 |
| Melfa Wealth Management, Inc. | 74,780 | $464.4K | 0.3% | No change |
| Savvy Advisors, Inc. | 74,600 | $463.3K | 0.0% | −5,450 |
| Rivernorth Capital Management, LLC | 62,345 | $387.2K | 0.0% | New |
| HighTower Advisors, LLC | 56,684 | $352.0K | 0.0% | +796 |
| Midwest Trust Co | 43,009 | $267.1K | 0.0% | No change |
| Everstar Asset Management, LLC | 39,505 | $245.3K | 0.1% | −2,788 |
| Insight Wealth Strategies, LLC | 39,214 | $244.7K | 0.0% | +250 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Invesco Municipal Income Opportunities Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARInvesco Municipal Income Opportunities Trust1
- CIK0000835333
- Employer ID (EIN)13-34739721
- Incorporated inMassachusetts1
- Fiscal year endsMay 301
- Business address1331 Spring Street N.W., Suite 2500, Atlanta, GA 303091
- Phone404-439-32171
- On EDGAR sinceJan 25, 19941
- Filings455 in all: 3 (83), DEF 14A (33), N-Q (29), DEFA14A (27), NPORT-P (27), NSAR-A (25), N-CSR (24), NSAR-B (24)1
All 47 form types
40-17G (23), N-CSRS (23), N-PX (23), N-30D (19), CORRESP (16), 4 (13), N-CEN (8), PRE 14A (7), SC 13G/A (5), 40-APP/A (4), SC 13D/A (4), SC 13G (3), 3/A (2), 40-17G/A (2), 40-APP (2), 425 (2), EFFECT (2), N-14 8C/A (2), N-CEN/A (2), POS EX (2), 4/A (1), 40-6C (1), 424B5 (1), 497 (1), 8-A12B/A (1), DEFS14A (1), N-14 8C (1), N-2 (1), N-2/A (1), N-23C-2 (1), N-30D/A (1), N-8A/A (1), N-CSR/A (1), NPORT-EX (1), NSAR-B/A (1), NSAR-BT (1), NT-NCSR (1), PRES14A (1), SC 13D (1)
- Latest filingsProxy statement (DEF 14A) Jun 16, 2026
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4SEC EDGARGlenn Eugene Brightman, President
- 5SEC EDGARRandy Takian, President
- 6
- 7
- 8
- 9
- 10SEC EDGARTony Wong, Senior Vice President
- 11
- 12
- 13
- 14
- 15
- 16
- 17SEC EDGARRobert Raymond Leveille, CCO
- 18
- 19SEC EDGARCrissie Wisdom, AML Officer
- 20SEC EDGARKaren Dunn Kelley, Vice President
- 21
- 22
- 23
- 24SEC EDGARSheri Morris, PFO, Treasurer
- 25
- 26SEC EDGARDavid Germany, Vice President
- 27SEC EDGARDennis Shea, Vice President
- 28SEC EDGARColin Meadows, Board member
- 29SEC EDGARKevin M. Carome, Board member
- 30SEC EDGARLoren M. Starr, Board member
- 31SEC EDGARDavid C. Arch, Board member
- 32SEC EDGARHugo Sonnenschein, Board member
- 33SEC EDGARMartin L. Flanagan, Board member
- 34SEC EDGARRodney F. Dammeyer, Board member
- 35SEC EDGARBob R. Baker, Board member
- 36SEC EDGARLarry Soll, Board member
- 37SEC EDGARWayne W. Whalen, Board member
- 38SEC EDGARAlbert R. Dowden, Board member
- 39SEC EDGARFrank S. Bayley, Board member
- 40SEC EDGARJames T. Bunch, Board member
- 41SEC EDGARLewis F. Pennock, Board member
- 42SEC EDGARPrema Mathal-Davis, Board member
- 43SEC EDGARRaymond Stickel Jr., Board member
- 44SEC EDGARCarl F. Frischling, Board member
- 45SEC EDGARFrank L. Bowman, Board member
- 46SEC EDGARMelanie Ringold, General counsel
- 47SEC EDGARJeffrey H. Kupor, General counsel
- 48SEC EDGARJohn Zerr, General counsel
- 49