AWM
MAV

AE Wealth Management’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

AE Wealth Management’s Portfolio MAV Stock Details MAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,658
Closed -$286K – 1650
2023
Q4 		$286K Sell
36,658
-387
-1% -$2.79K ﹤0.01% 1731
2023
Q3 		$249K Buy
+37,045
New +$281K ﹤0.01% 1691

Other funds holding MAV

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

AE Wealth Management's MAV Position: Q1 2024 in Review

AE Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q1 2024, closing a stake of 36,658 shares — an estimated $286K sold.

AE Wealth Management first reported a position in MAV in Q3 2023 and held it in 2 quarters. The position peaked at $286K in Q4 2023. 61 funds tracked by Wall St. Rank hold MAV as of Q1 2024.

  • AE Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 36,658 Pioneer Municipal High Income Advantage Fund shares in Q1 2024, an estimated $286K.
  • AE Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $286K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.