Pathstone Holdings’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History

Pathstone Holdings’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
2025 Q3	–	Sell	-137,168	Closed	-$1.62M	–	2377
2025 Q2	$1.62M	Sell	137,168 -405,148	-75%	-$4.75M	0.01%	1122
2025 Q1	$6.68M	Sell	542,316 -91,059	-14%	-$1.1M	0.03%	458
2024 Q4	$7.51M	Sell	633,375 -4,384	-0.7%	-$53.3K	0.03%	412
2024 Q3	$7.91M	Sell	637,759 -20,572	-3%	-$249K	0.04%	402
2024 Q2	$7.67M	Sell	658,331 -8,735	-1%	-$98.8K	0.03%	390
2024 Q1	$7.54M	Buy	667,066 +5,564	+0.8%	+$60.9K	0.04%	390
2023 Q4	$6.99M	Buy	+661,502	New	+$6.57M	0.04%	344

Other funds holding MIO

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings's MIO Position: Q3 2025 in Review

Pathstone Holdings sold out of Pioneer Municipal High Income Opportunities Fund (MIO) in Q3 2025, closing a stake of 137,168 shares — an estimated $1.62M sold.

Pathstone Holdings first reported a position in MIO in Q4 2023 and held it in 7 quarters. The position peaked at $7.91M in Q3 2024. 1 fund tracked by Wall St. Rank holds MIO as of Q3 2025.

Pathstone Holdings reported no remaining Pioneer Municipal High Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Pathstone Holdings sold 137,168 Pioneer Municipal High Income Opportunities Fund shares in Q3 2025, an estimated $1.62M.
Pathstone Holdings first reported a position in Pioneer Municipal High Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Pathstone Holdings's Pioneer Municipal High Income Opportunities Fund position peaked at $7.91M in Q3 2024.
1 fund tracked by Wall St. Rank held Pioneer Municipal High Income Opportunities Fund as of Q3 2025.

Based on Pathstone Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.