AWM
MIO

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

Avior Wealth Management’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
Q1 		– Sell
-7,583
Closed -$89.9K – 1705
2024
Q4 		$89.9K Sell
7,583
-1,190
-14% -$14.5K ﹤0.01% 934
2024
Q3 		$109K Buy
8,773
+4
+0% +$48 ﹤0.01% 862
2024
Q2 		$102K Sell
8,769
-105
-1% -$1.19K ﹤0.01% 857
2024
Q1 		$100K Buy
+8,874
New +$97.1K ﹤0.01% 964

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's MIO Position: Q1 2025 in Review

Avior Wealth Management sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q1 2025, closing a stake of 7,583 shares — an estimated $89.9K sold.

Avior Wealth Management first reported a position in MIO in Q1 2024 and held it in 4 quarters. The position peaked at $109K in Q3 2024. 34 funds tracked by Wall St. Rank hold MIO as of Q1 2025.

  • Avior Wealth Management reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7,583 Pioneer Municipal High Income Opportunities Fund shares in Q1 2025, an estimated $89.9K.
  • Avior Wealth Management first reported a position in Pioneer Municipal High Income Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Pioneer Municipal High Income Opportunities Fund position peaked at $109K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.