AAS
MIO

Avantax Advisory Services’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-47,320
Closed -$558K – 2412
2025
Q1 		$558K Buy
47,320
+1,782
+4% +$21.4K ﹤0.01% 1442
2024
Q4 		$540K Buy
45,538
+16,025
+54% +$195K ﹤0.01% 1393
2024
Q3 		$366K Buy
+29,513
New +$357K ﹤0.01% 1620

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Avantax Advisory Services's MIO Position: Q2 2025 in Review

Avantax Advisory Services sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q2 2025, closing a stake of 47,320 shares — an estimated $558K sold.

Avantax Advisory Services first reported a position in MIO in Q3 2024 and held it in 3 quarters. The position peaked at $558K in Q1 2025. 31 funds tracked by Wall St. Rank hold MIO as of Q2 2025.

  • Avantax Advisory Services reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 47,320 Pioneer Municipal High Income Opportunities Fund shares in Q2 2025, an estimated $558K.
  • Avantax Advisory Services first reported a position in Pioneer Municipal High Income Opportunities Fund in Q3 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Pioneer Municipal High Income Opportunities Fund position peaked at $558K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.