AWM
MHI

Able Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Able Wealth Management’s Portfolio MHI Stock Details MHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-67
Closed -$577 – 382
2023
Q4 		$577 Buy
+67
New +$520 ﹤0.01% 547

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Able Wealth Management's MHI Position: Q1 2024 in Review

Able Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2024, closing a stake of 67 shares — an estimated $577 sold.

Able Wealth Management first reported a position in MHI in Q4 2023 and held it in 1 quarter. The position peaked at $577 in Q4 2023. 55 funds tracked by Wall St. Rank hold MHI as of Q1 2024.

  • Able Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 67 Pioneer Municipal High Income Fund shares in Q1 2024, an estimated $577.
  • Able Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Pioneer Municipal High Income Fund position peaked at $577 in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.