KWA
MIO

Kingswood Wealth Advisors’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Kingswood Wealth Advisors’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
2024
Q4 		– Sell
-27,835
Closed -$345K – 864
2024
Q3 		$345K Hold
27,835
– – 0.02% 540
2024
Q2 		$324K Hold
27,835
– – 0.03% 496
2024
Q1 		$315K Buy
27,835
+10,650
+62% +$117K 0.04% 462
2023
Q4 		$182K Buy
+17,185
New +$171K 0.02% 587

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingswood Wealth Advisors's MIO Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q4 2024, closing a stake of 27,835 shares — an estimated $345K sold.

Kingswood Wealth Advisors first reported a position in MIO in Q4 2023 and held it in 4 quarters. The position peaked at $345K in Q3 2024. 31 funds tracked by Wall St. Rank hold MIO as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 27,835 Pioneer Municipal High Income Opportunities Fund shares in Q4 2024, an estimated $345K.
  • Kingswood Wealth Advisors first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Pioneer Municipal High Income Opportunities Fund position peaked at $345K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.