AWM
MHI

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

Avior 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
2025
Q2 		– Sell
-12,163
Closed -$112K – 747
2025
Q1 		$112K Sell
12,163
-1,778
-13% -$16.7K ﹤0.01% 692
2024
Q4 		$129K Sell
13,941
-2,682
-16% -$25.4K ﹤0.01% 821
2024
Q3 		$160K Sell
16,623
-78
-0.5% -$731 0.01% 758
2024
Q2 		$153K Hold
16,701
– – 0.01% 748
2024
Q1 		$148K Buy
+16,701
New +$145K 0.01% 798

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
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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Avior Wealth Management's MHI Position: Q2 2025 in Review

Avior Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2025, closing a stake of 12,163 shares — an estimated $112K sold.

Avior Wealth Management first reported a position in MHI in Q1 2024 and held it in 5 quarters. The position peaked at $160K in Q3 2024. 57 funds tracked by Wall St. Rank hold MHI as of Q2 2025.

  • Avior Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 12,163 Pioneer Municipal High Income Fund shares in Q2 2025, an estimated $112K.
  • Avior Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Pioneer Municipal High Income Fund position peaked at $160K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.