MFG
MHI

Merit Financial Group’s Pioneer Municipal High Income Fund MHI Stock Holding History

Merit Financial Group’s Portfolio MHI Stock Details MHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,648
Closed -$107K – 1837
2025
Q2 		$107K Buy
+11,648
New +$106K ﹤0.01% 1629
2024
Q1 		– Sell
-12,230
Closed -$106K – 906
2023
Q4 		$106K Sell
12,230
-3,273
-21% -$25.4K ﹤0.01% 755
2023
Q3 		$112K Buy
15,503
+115
+0.7% +$942 ﹤0.01% 714
2023
Q2 		$131K Buy
+15,388
New +$132K ﹤0.01% 717

Other funds holding MHI

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Merit Financial Group's MHI Position: Q3 2025 in Review

Merit Financial Group sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 11,648 shares — an estimated $107K sold.

Merit Financial Group first reported a position in MHI in Q2 2023 and held it in 4 quarters. The position peaked at $131K in Q2 2023. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

  • Merit Financial Group reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 11,648 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $107K.
  • Merit Financial Group first reported a position in Pioneer Municipal High Income Fund in Q2 2023 and held it in 4 quarters.
  • Merit Financial Group's Pioneer Municipal High Income Fund position peaked at $131K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.