NWMP
HNW

Noble Wealth Management PBC’s Pioneer Diversified High Income Fund HNW Stock Holding History

Noble Wealth Management PBC’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
Q1 		$10.7K Hold
900
– – 0.01% 368
2024
Q4 		$10.6K Buy
+900
New +$11K 0.01% 341

Other funds holding HNW

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Noble Wealth Management PBC's HNW Position: Q1 2025 in Review

Noble Wealth Management PBC held its Pioneer Diversified High Income Fund (HNW) position steady in Q1 2025 at 900 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #368.

Noble Wealth Management PBC first reported a position in HNW in Q4 2024 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold HNW as of Q1 2025.

  • Noble Wealth Management PBC held 900 shares of Pioneer Diversified High Income Fund worth $10.7K as of Q1 2025.
  • Noble Wealth Management PBC left its Pioneer Diversified High Income Fund share count unchanged in Q1 2025.
  • Pioneer Diversified High Income Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #368 holding.
  • Noble Wealth Management PBC first reported a position in Pioneer Diversified High Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.