FA
MIO

Fountainhead AM’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Fountainhead AM’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
2025
Q2 		– Sell
-10,340
Closed -$122K – 218
2025
Q1 		$122K Sell
10,340
-18,644
-64% -$224K 0.02% 184
2024
Q4 		$344K Buy
28,984
+228
+0.8% +$2.77K 0.06% 111
2024
Q3 		$357K Buy
28,756
+225
+0.8% +$2.72K 0.07% 89
2024
Q2 		$332K Buy
28,531
+239
+0.8% +$2.7K 0.08% 84
2024
Q1 		$320K Sell
28,292
-1,794
-6% -$19.6K 0.08% 89
2023
Q4 		$318K Buy
+30,086
New +$299K 0.09% 80

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Fountainhead AM's MIO Position: Q2 2025 in Review

Fountainhead AM sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q2 2025, closing a stake of 10,340 shares — an estimated $122K sold.

Fountainhead AM first reported a position in MIO in Q4 2023 and held it in 6 quarters. The position peaked at $357K in Q3 2024. 31 funds tracked by Wall St. Rank hold MIO as of Q2 2025.

  • Fountainhead AM reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Fountainhead AM sold 10,340 Pioneer Municipal High Income Opportunities Fund shares in Q2 2025, an estimated $122K.
  • Fountainhead AM first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2023 and held it in 6 quarters.
  • Fountainhead AM's Pioneer Municipal High Income Opportunities Fund position peaked at $357K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q2 2025.

Based on Fountainhead AM's 13F filing for Q2 2025, filed 7 Aug 2025.