MWM
MIO

Modern Wealth Management’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Modern Wealth Management’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
-15,705
Closed -$183K – 452
2024
Q2 		$183K Buy
+15,705
New +$178K 0.01% 385

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

Modern Wealth Management's MIO Position: Q3 2024 in Review

Modern Wealth Management sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q3 2024, closing a stake of 15,705 shares — an estimated $183K sold.

Modern Wealth Management first reported a position in MIO in Q2 2024 and held it in 1 quarter. The position peaked at $183K in Q2 2024. 29 funds tracked by Wall St. Rank hold MIO as of Q3 2024.

  • Modern Wealth Management reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 15,705 Pioneer Municipal High Income Opportunities Fund shares in Q3 2024, an estimated $183K.
  • Modern Wealth Management first reported a position in Pioneer Municipal High Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's Pioneer Municipal High Income Opportunities Fund position peaked at $183K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.