BBPWM
MAV

Blue Bell Private Wealth Management’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Blue Bell Private 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
2025
Q3 		– Sell
-67,332
Closed -$559K – 751
2025
Q2 		$559K Sell
67,332
-4,491
-6% -$36.8K 0.09% 126
2025
Q1 		$600K Hold
71,823
– – 0.11% 112
2024
Q4 		$605K Sell
71,823
-90
-0.1% -$780 0.12% 107
2024
Q3 		$636K Buy
71,913
+17,979
+33% +$155K 0.12% 102
2024
Q2 		$443K Buy
53,934
+26,389
+96% +$211K 0.09% 128
2024
Q1 		$224K Buy
27,545
+19,045
+224% +$153K 0.05% 173
2023
Q4 		$68.2K Buy
+8,500
New +$61.2K 0.02% 281

Other funds holding MAV

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's MAV Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q3 2025, closing a stake of 67,332 shares — an estimated $559K sold.

Blue Bell Private Wealth Management first reported a position in MAV in Q4 2023 and held it in 7 quarters. The position peaked at $636K in Q3 2024. 2 funds tracked by Wall St. Rank hold MAV as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 67,332 Pioneer Municipal High Income Advantage Fund shares in Q3 2025, an estimated $559K.
  • Blue Bell Private Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q4 2023 and held it in 7 quarters.
  • Blue Bell Private Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $636K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.