CRC
MIO

Curi RMB Capital’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Curi RMB Capital’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
2024
Q2 		– Sell
-35,000
Closed -$396K – 556
2024
Q1 		$396K Hold
35,000
– – 0.01% 466
2023
Q4 		$370K Buy
+35,000
New +$347K 0.01% 420

Other funds holding MIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Curi RMB Capital's MIO Position: Q2 2024 in Review

Curi RMB Capital sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q2 2024, closing a stake of 35,000 shares — an estimated $396K sold.

Curi RMB Capital first reported a position in MIO in Q4 2023 and held it in 2 quarters. The position peaked at $396K in Q1 2024. 32 funds tracked by Wall St. Rank hold MIO as of Q2 2024.

  • Curi RMB Capital reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Curi RMB Capital sold 35,000 Pioneer Municipal High Income Opportunities Fund shares in Q2 2024, an estimated $396K.
  • Curi RMB Capital first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Curi RMB Capital's Pioneer Municipal High Income Opportunities Fund position peaked at $396K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q2 2024.

Based on Curi RMB Capital's 13F filing for Q2 2024, filed 13 Aug 2024.