Carson Wealth (CWM LLC)’s Pioneer Municipal High Income Fund MHI Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q3	–	Sell	-2,000	Closed	-$18K	–	5013
2024 Q2	$18K	Hold	2,000	–	–	﹤0.01%	3184
2024 Q1	$18K	Hold	2,000	–	–	﹤0.01%	2975
2023 Q4	$17K	Hold	2,000	–	–	﹤0.01%	2877
2023 Q3	$14K	Sell	2,000 -177	-8%	-$1.45K	﹤0.01%	2930
2023 Q2	$19K	Buy	+2,177	New	+$18.7K	﹤0.01%	2681
2023 Q1	–	Sell	-14	Closed	–	–	4232
2022 Q4	$0	Hold	14	–	–	﹤0.01%	4139
2022 Q3	$0	Hold	14	–	–	﹤0.01%	4086
2022 Q2	$0	Buy	+14	New	+$134	﹤0.01%	3986

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MHI Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2024, closing a stake of 2,000 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in MHI in Q2 2022 and held it in 8 quarters. The position peaked at $19K in Q2 2023. 48 funds tracked by Wall St. Rank hold MHI as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Pioneer Municipal High Income Fund position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2,000 Pioneer Municipal High Income Fund shares in Q3 2024, an estimated $18K.
Carson Wealth (CWM LLC) first reported a position in Pioneer Municipal High Income Fund in Q2 2022 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Pioneer Municipal High Income Fund position peaked at $19K in Q2 2023.
48 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.