Jones Financial Companies
HNW

Jones Financial Companies’s Pioneer Diversified High Income Fund HNW Stock Holding History

Jones Financial Companies’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
2025
Q1 		– Sell
-233
Closed -$2.75K – 3777
2024
Q4 		$2.75K Buy
+233
New +$2.86K ﹤0.01% 2924

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jones Financial Companies's HNW Position: Q1 2025 in Review

Jones Financial Companies sold out of Pioneer Diversified High Income Fund (HNW) in Q1 2025, closing a stake of 233 shares — an estimated $2.75K sold.

Jones Financial Companies first reported a position in HNW in Q4 2024 and held it in 1 quarter. The position peaked at $2.75K in Q4 2024. 27 funds tracked by Wall St. Rank hold HNW as of Q1 2025.

  • Jones Financial Companies reported no remaining Pioneer Diversified High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 233 Pioneer Diversified High Income Fund shares in Q1 2025, an estimated $2.75K.
  • Jones Financial Companies first reported a position in Pioneer Diversified High Income Fund in Q4 2024 and held it in 1 quarter.
  • Jones Financial Companies's Pioneer Diversified High Income Fund position peaked at $2.75K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.