AW
MIO

Atlas Wealth’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Atlas Wealth’s Portfolio MIO Stock Details MIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,116,850
Closed -$13.1M – 126
2024
Q2 		$13.1M Buy
+1,116,850
New +$12.6M 1.54% 17
2023
Q4 		– Sell
-893,578
Closed -$8.53M – 117
2023
Q3 		$8.53M Buy
893,578
+22,805
+3% +$239K 1.6% 21
2023
Q2 		$9.51M Buy
870,773
+169,396
+24% +$1.79M 1.75% 17
2023
Q1 		$7.66M Buy
701,377
+2,668
+0.4% +$29.6K 1.5% 22
2022
Q4 		$7.44M Buy
+698,709
New +$7.26M 2.01% 16

Other funds holding MIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Wealth's MIO Position: Q3 2024 in Review

Atlas Wealth sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q3 2024, closing a stake of 1,116,850 shares — an estimated $13.1M sold.

Atlas Wealth first reported a position in MIO in Q4 2022 and held it in 5 quarters. The position peaked at $13.1M in Q2 2024. 29 funds tracked by Wall St. Rank hold MIO as of Q3 2024.

  • Atlas Wealth reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 1,116,850 Pioneer Municipal High Income Opportunities Fund shares in Q3 2024, an estimated $13.1M.
  • Atlas Wealth first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2022 and held it in 5 quarters.
  • Atlas Wealth's Pioneer Municipal High Income Opportunities Fund position peaked at $13.1M in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.