Creative Financial Designs’s Pioneer Diversified High Income Fund HNW Stock Holding History

Creative Financial Designs’s Portfolio HNW Stock Details HNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-613	Closed	-$6.26K	–	1620
2023 Q3	$6.26K	Buy	613 +16	+3%	+$165	﹤0.01%	1136
2023 Q2	$6.03K	Buy	597 +16	+3%	+$160	﹤0.01%	1139
2023 Q1	$5.88K	Buy	581 +15	+3%	+$157	﹤0.01%	1074
2022 Q4	$5.71K	Buy	566 +16	+3%	+$163	﹤0.01%	1014
2022 Q3	$6K	Buy	550 +16	+3%	+$180	﹤0.01%	998
2022 Q2	$6K	Buy	534 +14	+3%	+$167	﹤0.01%	967
2022 Q1	$7K	Buy	520 +13	+3%	+$180	﹤0.01%	978
2021 Q4	$8K	Buy	+507	New	+$7.92K	﹤0.01%	942

Other funds holding HNW

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

Creative Financial Designs's HNW Position: Q4 2023 in Review

Creative Financial Designs sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2023, closing a stake of 613 shares — an estimated $6.26K sold.

Creative Financial Designs first reported a position in HNW in Q4 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 23 funds tracked by Wall St. Rank hold HNW as of Q4 2023.

Creative Financial Designs reported no remaining Pioneer Diversified High Income Fund position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 613 Pioneer Diversified High Income Fund shares in Q4 2023, an estimated $6.26K.
Creative Financial Designs first reported a position in Pioneer Diversified High Income Fund in Q4 2021 and held it in 8 quarters.
Creative Financial Designs's Pioneer Diversified High Income Fund position peaked at $8K in Q4 2021.
23 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.