SWM
MAV

Spire Wealth Management’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Spire Wealth Management’s Portfolio MAV Stock Details MAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,200
Closed -$12K – 2769
2022
Q1 		$12K Hold
1,200
– – ﹤0.01% 1978
2021
Q4 		$14K Hold
1,200
– – ﹤0.01% 2249
2021
Q3 		$14K Hold
1,200
– – ﹤0.01% 1991
2021
Q2 		$15K Hold
1,200
– – ﹤0.01% 1989
2021
Q1 		$14K Buy
+1,200
New +$14.1K ﹤0.01% 2300

Other funds holding MAV

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Spire Wealth Management's MAV Position: Q2 2022 in Review

Spire Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q2 2022, closing a stake of 1,200 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in MAV in Q1 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2021. 61 funds tracked by Wall St. Rank hold MAV as of Q2 2022.

  • Spire Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,200 Pioneer Municipal High Income Advantage Fund shares in Q2 2022, an estimated $12K.
  • Spire Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $15K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.