LPL Financial
MIO

LPL Financial’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

LPL Financial’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
Q3 		– Sell
-12,774
Closed -$149K – 5249
2024
Q2 		$149K Buy
12,774
+227
+2% +$2.57K ﹤0.01% 4654
2024
Q1 		$142K Buy
12,547
+164
+1% +$1.79K ﹤0.01% 4593
2023
Q4 		$131K Buy
12,383
+117
+1% +$1.16K ﹤0.01% 4503
2023
Q3 		$117K Buy
+12,266
New +$128K ﹤0.01% 4385
2023
Q2 		– Sell
-12,524
Closed -$137K – 4646
2023
Q1 		$137K Buy
+12,524
New +$139K ﹤0.01% 4144

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's MIO Position: Q3 2024 in Review

LPL Financial sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q3 2024, closing a stake of 12,774 shares — an estimated $149K sold.

LPL Financial first reported a position in MIO in Q1 2023 and held it in 5 quarters. The position peaked at $149K in Q2 2024. 29 funds tracked by Wall St. Rank hold MIO as of Q3 2024.

  • LPL Financial reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 12,774 Pioneer Municipal High Income Opportunities Fund shares in Q3 2024, an estimated $149K.
  • LPL Financial first reported a position in Pioneer Municipal High Income Opportunities Fund in Q1 2023 and held it in 5 quarters.
  • LPL Financial's Pioneer Municipal High Income Opportunities Fund position peaked at $149K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.