Plan A Wealth’s Pioneer Municipal High Income Fund MHI Stock Holding History

Plan A Wealth’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	-28,565	Closed	-$262K	–	179
2025 Q2	$262K	Hold	28,565	–	–	0.15%	121
2025 Q1	$263K	Hold	28,565	–	–	0.2%	80
2024 Q4	$265K	Buy	+28,565	New	+$270K	0.24%	69

Other funds holding MHI

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Plan A Wealth's MHI Position: Q3 2025 in Review

Plan A Wealth sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 28,565 shares — an estimated $262K sold.

Plan A Wealth first reported a position in MHI in Q4 2024 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

Plan A Wealth reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
Plan A Wealth sold 28,565 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $262K.
Plan A Wealth first reported a position in Pioneer Municipal High Income Fund in Q4 2024 and held it in 3 quarters.
Plan A Wealth's Pioneer Municipal High Income Fund position peaked at $265K in Q4 2024.
2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on Plan A Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.