Spire Wealth Management’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,419
| Closed | -$67.8K | – | 2411 |
|
|
2025
Q2 | $67.8K | Buy |
5,419
+130
| +2% | +$1.56K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $63.1K | Buy |
5,289
+128
| +2% | +$1.53K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $60.9K | Buy |
5,161
+256
| +5% | +$3.14K | ﹤0.01% | 1208 |
|
|
2024
Q3 | $60.3K | Buy |
4,905
+327
| +7% | +$3.97K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $53.5K | Buy |
4,578
+109
| +2% | +$1.26K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $53K | Buy |
4,469
+71
| +2% | +$797 | ﹤0.01% | 1192 |
|
|
2023
Q4 | $47.6K | Buy |
4,398
+576
| +15% | +$5.99K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $39.1K | Buy |
3,822
+99
| +3% | +$1.02K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $37.6K | Buy |
3,723
+442
| +13% | +$4.43K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $33.2K | Buy |
3,281
+271
| +9% | +$2.84K | ﹤0.01% | 1391 |
|
|
2022
Q4 | $30K | Buy |
3,010
+84
| +3% | +$856 | ﹤0.01% | 1197 |
|
|
2022
Q3 | $30K | Buy |
2,926
+86
| +3% | +$966 | ﹤0.01% | 1152 |
|
|
2022
Q2 | $31K | Buy |
2,840
+396
| +16% | +$4.73K | ﹤0.01% | 1488 |
|
|
2022
Q1 | $31K | Sell |
2,444
-892
| -27% | -$12.4K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $51K | Buy |
3,336
+1,079
| +48% | +$16.9K | ﹤0.01% | 1718 |
|
|
2021
Q3 | $35K | Buy |
2,257
+48
| +2% | +$741 | ﹤0.01% | 1624 |
|
|
2021
Q2 | $34K | Sell |
2,209
-825
| -27% | -$12.4K | ﹤0.01% | 1645 |
|
|
2021
Q1 | $44K | Buy |
+3,034
| New | +$44.3K | ﹤0.01% | 1789 |
|
Other funds holding HNW
Spire Wealth Management's HNW Position: Q3 2025 in Review
Spire Wealth Management sold out of Pioneer Diversified High Income Fund (HNW) in Q3 2025, closing a stake of 5,419 shares — an estimated $67.8K sold.
Spire Wealth Management first reported a position in HNW in Q1 2021 and held it in 18 quarters. The position peaked at $67.8K in Q2 2025. 2 funds tracked by Wall St. Rank hold HNW as of Q3 2025.
- Spire Wealth Management reported no remaining Pioneer Diversified High Income Fund position as of Q3 2025 after selling out during the quarter.
- Spire Wealth Management sold 5,419 Pioneer Diversified High Income Fund shares in Q3 2025, an estimated $67.8K.
- Spire Wealth Management first reported a position in Pioneer Diversified High Income Fund in Q1 2021 and held it in 18 quarters.
- Spire Wealth Management's Pioneer Diversified High Income Fund position peaked at $67.8K in Q2 2025.
- 2 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q3 2025.
Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.