IAA
MIO

Independent Advisor Alliance’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-14,515
Closed -$172K – 1156
2024
Q4 		$172K Buy
+14,515
New +$176K ﹤0.01% 1302

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's MIO Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q1 2025, closing a stake of 14,515 shares — an estimated $172K sold.

Independent Advisor Alliance first reported a position in MIO in Q4 2024 and held it in 1 quarter. The position peaked at $172K in Q4 2024. 34 funds tracked by Wall St. Rank hold MIO as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,515 Pioneer Municipal High Income Opportunities Fund shares in Q1 2025, an estimated $172K.
  • Independent Advisor Alliance first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Pioneer Municipal High Income Opportunities Fund position peaked at $172K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.