Creative Planning’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Creative Planning’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
2022 Q2	–	Sell	-17,675	Closed	-$174K	–	2431
2022 Q1	$174K	Buy	17,675 +131	+0.7%	+$1.39K	﹤0.01%	1918
2021 Q4	$203K	Buy	+17,544	New	+$205K	﹤0.01%	1863
2018 Q3	–	Sell	-10,140	Closed	-$111K	–	2131
2018 Q2	$111K	Buy	+10,140	New	+$110K	﹤0.01%	1749
2017 Q4	–	Sell	-15,311	Closed	-$177K	–	1963
2017 Q3	$177K	Buy	15,311 +9,311	+155%	+$108K	﹤0.01%	1631
2017 Q2	$70K	Hold	6,000	–	–	﹤0.01%	2251
2017 Q1	$66K	Hold	6,000	–	–	﹤0.01%	2268
2016 Q4	$71K	Hold	6,000	–	–	﹤0.01%	2106
2016 Q3	$79K	Hold	6,000	–	–	﹤0.01%	2007
2016 Q2	$85K	Hold	6,000	–	–	﹤0.01%	1775
2016 Q1	$83K	Hold	6,000	–	–	﹤0.01%	1741
2015 Q4	$80K	Hold	6,000	–	–	﹤0.01%	1769
2015 Q3	$77K	Buy	+6,000	New	+$76.1K	﹤0.01%	1743
2015 Q2	–	Sell	-2,095	Closed	-$32K	–	2199
2015 Q1	$32K	Sell	2,095 -9,729	-82%	-$149K	﹤0.01%	2326
2014 Q4	$177K	Hold	11,824	–	–	﹤0.01%	1220
2014 Q3	$179K	Hold	11,824	–	–	﹤0.01%	1119
2014 Q2	$185K	Hold	11,824	–	–	﹤0.01%	1071
2014 Q1	$173K	Buy	+11,824	New	+$165K	﹤0.01%	1072
2013 Q4	–	Sell	-145,000	Closed	-$1.95M	–	3398
2013 Q3	$1.95M	Hold	145,000	–	–	0.04%	154
2013 Q2	$2.13M	Buy	+145,000	New	+$2.22M	0.05%	125

Other funds holding MAV

MSL

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

RCM

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Creative Planning's MAV Position: Q2 2022 in Review

Creative Planning sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q2 2022, closing a stake of 17,675 shares — an estimated $174K sold.

Creative Planning first reported a position in MAV in Q2 2013 and held it in 19 quarters. The position peaked at $2.13M in Q2 2013. 61 funds tracked by Wall St. Rank hold MAV as of Q2 2022.

Creative Planning reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 17,675 Pioneer Municipal High Income Advantage Fund shares in Q2 2022, an estimated $174K.
Creative Planning first reported a position in Pioneer Municipal High Income Advantage Fund in Q2 2013 and held it in 19 quarters.
Creative Planning's Pioneer Municipal High Income Advantage Fund position peaked at $2.13M in Q2 2013.
61 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.