OFG
MIO

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

OTA Financial Group’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
2023
Q1 		– Sell
-46,222
Closed -$492K – 62
2022
Q4 		$492K Buy
+46,222
New +$481K 0.49% 31

Other funds holding MIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

OTA Financial Group's MIO Position: Q1 2023 in Review

OTA Financial Group sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q1 2023, closing a stake of 46,222 shares — an estimated $492K sold.

OTA Financial Group first reported a position in MIO in Q4 2022 and held it in 1 quarter. The position peaked at $492K in Q4 2022. 25 funds tracked by Wall St. Rank hold MIO as of Q1 2023.

  • OTA Financial Group reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 46,222 Pioneer Municipal High Income Opportunities Fund shares in Q1 2023, an estimated $492K.
  • OTA Financial Group first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • OTA Financial Group's Pioneer Municipal High Income Opportunities Fund position peaked at $492K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.