BBPWM
MIO

Blue Bell Private Wealth Management’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Blue Bell Private 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
Q3 		– Sell
-23,544
Closed -$278K – 753
2025
Q2 		$278K Buy
23,544
+405
+2% +$4.75K 0.05% 202
2025
Q1 		$273K Sell
23,139
-2,378
-9% -$28.6K 0.05% 184
2024
Q4 		$303K Buy
25,517
+783
+3% +$9.51K 0.06% 173
2024
Q3 		$307K Buy
24,734
+669
+3% +$8.1K 0.06% 170
2024
Q2 		$280K Buy
24,065
+10,906
+83% +$123K 0.06% 161
2024
Q1 		$149K Buy
13,159
+12,259
+1,362% +$134K 0.03% 215
2023
Q4 		$9.51K Buy
+900
New +$8.93K ﹤0.01% 505

Other funds holding MIO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Blue Bell Private Wealth Management sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q3 2025, closing a stake of 23,544 shares — an estimated $278K sold.

Blue Bell Private Wealth Management first reported a position in MIO in Q4 2023 and held it in 7 quarters. The position peaked at $307K in Q3 2024. 1 fund tracked by Wall St. Rank holds MIO as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 23,544 Pioneer Municipal High Income Opportunities Fund shares in Q3 2025, an estimated $278K.
  • Blue Bell Private Wealth Management first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
  • Blue Bell Private Wealth Management's Pioneer Municipal High Income Opportunities Fund position peaked at $307K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q3 2025.

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