Carson Wealth (CWM LLC)
MIO

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

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-67
Closed -$1K – 4388
2023
Q2 		$1K Buy
+67
New +$707 ﹤0.01% 4004

Other funds holding MIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MIO Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q3 2023, closing a stake of 67 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MIO in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 29 funds tracked by Wall St. Rank hold MIO as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 67 Pioneer Municipal High Income Opportunities Fund shares in Q3 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Pioneer Municipal High Income Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Pioneer Municipal High Income Opportunities Fund position peaked at $1K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.