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Invesco Municipal Income Opportunities Trust
Fund registered in the United States, based in Atlanta, active since 2012.
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Last updated Oct 18, 2026.
Overview
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, 20233
- PresidentRandy Takian Sep 25, 2008 to Oct 16, 20084
- Chief financial officerTerry Vacheron Mar 24, 2022 to Mar 24, 20225
- Chief financial officerAnnette Lege May 15, 2020 to May 15, 20206
- Chief financial officerLaura Allison Dukes Aug 5, 2020 to Aug 5, 20207
Board members and other officers (44)
- Senior Vice PresidentStephanie Butcher Mar 31, 2023 to Mar 31, 20238
- Senior Vice PresidentTony Wong Mar 31, 2023 to Mar 31, 20239
- Senior Officer & SVPJames R. Bordewick Jr. Mar 9, 2022 to Mar 9, 202210
- Chief Accounting OfficerMark William Gregson Mar 23, 2022 to Mar 23, 202211
- Chief Compliance officerTodd F. Kuehl May 13, 2020 to May 13, 202012
- Vice President,PFO & TreasurerAdrien Deberghes Nov 24, 2020 to Nov 24, 202013
- Senior Vice PresidentAndrew Schlossberg May 3, 2019 to May 3, 201914
- Senior Vice PresidentGregory McGreevey Dec 14, 2017 to Dec 14, 201715
- CCORobert Raymond Leveille Jun 3, 2016 to Jun 3, 201616
- Principal Financial OfficerKelli K. Gallegos Jun 9, 2016 to Jun 9, 201617
- AML OfficerCrissie Wisdom Sep 8, 2014 to Sep 8, 201418
- Vice PresidentKaren Dunn Kelley Sep 8, 2014 to Sep 8, 201419
- Senior VP, Senior OfficerRussell Burk Sep 8, 2014 to Sep 8, 201420
- Chief Compliance OfficerSpillane Todd Sep 8, 2014 to Sep 8, 201421
- CCO of the AdvisorMary Ann Picciotto May 5, 2010 to May 6, 201022
- PFO, TreasurerSheri Morris Jun 7, 2010 to Jun 7, 201023
- Vice PresidentKevin Michael Klingert Jul 1, 2008 to Jul 1, 200824
- Vice PresidentDavid Germany Feb 10, 2006 to Feb 10, 200625
- Vice PresidentDennis Shea Feb 14, 2006 to Feb 14, 200626
- Board memberTony Wong Mar 31, 2023 to Mar 31, 20239
- Board memberAnnette Lege May 15, 2020 to May 15, 20206
- Board memberColin Meadows May 15, 2020 to May 15, 202027
- Board memberKevin M. Carome May 15, 2020 to May 15, 202028
- Board memberLoren M. Starr May 15, 2020 to May 15, 202029
- Board memberDavid C. Arch Jun 4, 2010 to Jun 4, 201030
- Board memberHugo Sonnenschein Jun 4, 2010 to Jun 4, 201031
- Board memberMartin L. Flanagan Jun 4, 2010 to Jun 4, 201032
- Board memberRodney F. Dammeyer Jun 4, 2010 to Feb 3, 201633
- Board memberBob R. Baker Jun 7, 2010 to Jun 7, 201034
- Board memberLarry Soll Jun 7, 2010 to Jun 7, 201035
- Board memberWayne W. Whalen Jun 7, 2010 to Feb 25, 201536
- Board memberAlbert R. Dowden Jun 8, 2010 to Jun 8, 201037
- Board memberFrank S. Bayley Jun 8, 2010 to Feb 25, 201538
- Board memberJames T. Bunch Jun 8, 2010 to Jun 8, 201039
- Board memberLewis F. Pennock Jun 8, 2010 to Jun 8, 201040
- Board memberPrema Mathal-Davis Jun 8, 2010 to Jun 8, 201041
- Board memberRaymond Stickel Jr. Jun 8, 2010 to Jun 8, 201042
- Board memberCarl F. Frischling Jun 9, 2010 to Jun 9, 201043
- Board memberFrank L. Bowman Aug 25, 2006 to Aug 25, 200644
- Board memberKathleen A. Dennis Aug 25, 2006 to Aug 25, 200644
- Board memberW. Allen Reed Aug 25, 2006 to Aug 25, 200644
- General counselMelanie Ringold Jan 10, 2023 to Jan 10, 202345
- General counselJeffrey H. Kupor Apr 5, 2018 to Apr 5, 201846
- General counselJohn Zerr Sep 8, 2014 to Sep 8, 201447
Former names
Timeline
- Apr 2, 2012Founded Invesco Municipal Income Opportunities Trust is founded48
Filings
62 filings to the SEC since October 2021: 12 insider forms, 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 62 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last three years, summarized. The full record is on SEC EDGAR.
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.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3SEC EDGARGlenn Eugene Brightman, President
- 4SEC EDGARRandy Takian, President
- 5
- 6
- 7
- 8
- 9SEC EDGARTony Wong, Senior Vice President
- 10
- 11
- 12
- 13
- 14
- 15
- 16SEC EDGARRobert Raymond Leveille, CCO
- 17
- 18SEC EDGARCrissie Wisdom, AML Officer
- 19SEC EDGARKaren Dunn Kelley, Vice President
- 20
- 21
- 22
- 23SEC EDGARSheri Morris, PFO, Treasurer
- 24
- 25SEC EDGARDavid Germany, Vice President
- 26SEC EDGARDennis Shea, Vice President
- 27SEC EDGARColin Meadows, Board member
- 28SEC EDGARKevin M. Carome, Board member
- 29SEC EDGARLoren M. Starr, Board member
- 30SEC EDGARDavid C. Arch, Board member
- 31SEC EDGARHugo Sonnenschein, Board member
- 32SEC EDGARMartin L. Flanagan, Board member
- 33SEC EDGARRodney F. Dammeyer, Board member
- 34SEC EDGARBob R. Baker, Board member
- 35SEC EDGARLarry Soll, Board member
- 36SEC EDGARWayne W. Whalen, Board member
- 37SEC EDGARAlbert R. Dowden, Board member
- 38SEC EDGARFrank S. Bayley, Board member
- 39SEC EDGARJames T. Bunch, Board member
- 40SEC EDGARLewis F. Pennock, Board member
- 41SEC EDGARPrema Mathal-Davis, Board member
- 42SEC EDGARRaymond Stickel Jr., Board member
- 43SEC EDGARCarl F. Frischling, Board member
- 44SEC EDGARFrank L. Bowman, Board member
- 45SEC EDGARMelanie Ringold, General counsel
- 46SEC EDGARJeffrey H. Kupor, General counsel
- 47SEC EDGARJohn Zerr, General counsel
- 48