Focus Partners Wealth
HNW

Focus Partners Wealth’s Pioneer Diversified High Income Fund HNW Stock Holding History

Focus Partners Wealth’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
2024
Q4 		– Sell
-13,586
Closed -$167K – 1938
2024
Q3 		$167K Sell
13,586
-3,082
-18% -$37.4K ﹤0.01% 1479
2024
Q2 		$195K Sell
16,668
-1,629
-9% -$18.9K ﹤0.01% 1163
2024
Q1 		$217K Sell
18,297
-2,434
-12% -$27.3K ﹤0.01% 912
2023
Q4 		$222K Buy
+20,731
New +$215K ﹤0.01% 735

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Focus Partners Wealth's HNW Position: Q4 2024 in Review

Focus Partners Wealth sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2024, closing a stake of 13,586 shares — an estimated $167K sold.

Focus Partners Wealth first reported a position in HNW in Q4 2023 and held it in 4 quarters. The position peaked at $222K in Q4 2023. 28 funds tracked by Wall St. Rank hold HNW as of Q4 2024.

  • Focus Partners Wealth reported no remaining Pioneer Diversified High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 13,586 Pioneer Diversified High Income Fund shares in Q4 2024, an estimated $167K.
  • Focus Partners Wealth first reported a position in Pioneer Diversified High Income Fund in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's Pioneer Diversified High Income Fund position peaked at $222K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.