Prospera Financial Services’s Pioneer Municipal High Income Fund MHI Stock Holding History

Prospera Financial Services’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
2024 Q1	–	Sell	-31,206	Closed	-$269K	–	1120
2023 Q4	$269K	Sell	31,206 -17,226	-36%	-$134K	0.01%	890
2023 Q3	$350K	Buy	48,432 +463	+1%	+$3.79K	0.01%	739
2023 Q2	$409K	Sell	47,969 -324	-0.7%	-$2.79K	0.02%	675
2023 Q1	$429K	Buy	48,293 +3,826	+9%	+$34.2K	0.02%	659
2022 Q4	$382K	Sell	44,467 -4,561	-9%	-$38.8K	0.02%	612
2022 Q3	$403K	Buy	49,028 +3,718	+8%	+$35.3K	0.02%	580
2022 Q2	$421K	Buy	+45,310	New	+$435K	0.02%	566

Other funds holding MHI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Prospera Financial Services's MHI Position: Q1 2024 in Review

Prospera Financial Services sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2024, closing a stake of 31,206 shares — an estimated $269K sold.

Prospera Financial Services first reported a position in MHI in Q2 2022 and held it in 7 quarters. The position peaked at $429K in Q1 2023. 55 funds tracked by Wall St. Rank hold MHI as of Q1 2024.

Prospera Financial Services reported no remaining Pioneer Municipal High Income Fund position as of Q1 2024 after selling out during the quarter.
Prospera Financial Services sold 31,206 Pioneer Municipal High Income Fund shares in Q1 2024, an estimated $269K.
Prospera Financial Services first reported a position in Pioneer Municipal High Income Fund in Q2 2022 and held it in 7 quarters.
Prospera Financial Services's Pioneer Municipal High Income Fund position peaked at $429K in Q1 2023.
55 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.