DWM
MHI

Daner Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Daner Wealth Management’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
2025
Q3 		– Sell
-26,200
Closed -$234K – 99
2025
Q2 		$234K Buy
+26,200
New +$238K 0.16% 65
2024
Q4 		$247K Buy
+26,200
New +$248K 0.18% 52

Other funds holding MHI

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Daner Wealth Management's MHI Position: Q3 2025 in Review

Daner Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 26,200 shares — an estimated $234K sold.

Daner Wealth Management first reported a position in MHI in Q4 2024 and held it in 2 quarters. The position peaked at $247K in Q4 2024. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

  • Daner Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Daner Wealth Management sold 26,200 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $234K.
  • Daner Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q4 2024 and held it in 2 quarters.
  • Daner Wealth Management's Pioneer Municipal High Income Fund position peaked at $247K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on Daner Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.