Kovitz Investment Group Partners’s Pioneer Diversified High Income Fund HNW Stock Holding History

Kovitz Investment Group Partners’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 Q3	–	Sell	-68,561	Closed	-$857K	–	1441
2025 Q2	$857K	Buy	+68,561	New	+$821K	﹤0.01%	836
2016 Q3	–	Sell	-25,919	Closed	-$407K	–	127
2016 Q2	$407K	Sell	25,919 -5,435	-17%	-$84.5K	0.03%	105
2016 Q1	$482K	Buy	+31,354	New	+$451K	0.03%	103

Other funds holding HNW

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovitz Investment Group Partners's HNW Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Pioneer Diversified High Income Fund (HNW) in Q3 2025, closing a stake of 68,561 shares — an estimated $857K sold.

Kovitz Investment Group Partners first reported a position in HNW in Q1 2016 and held it in 3 quarters. The position peaked at $857K in Q2 2025. 2 funds tracked by Wall St. Rank hold HNW as of Q3 2025.

Kovitz Investment Group Partners reported no remaining Pioneer Diversified High Income Fund position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 68,561 Pioneer Diversified High Income Fund shares in Q3 2025, an estimated $857K.
Kovitz Investment Group Partners first reported a position in Pioneer Diversified High Income Fund in Q1 2016 and held it in 3 quarters.
Kovitz Investment Group Partners's Pioneer Diversified High Income Fund position peaked at $857K in Q2 2025.
2 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.