SPIA
MHI

Steward Partners Investment Advisory’s Pioneer Municipal High Income Fund MHI Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-21,260
Closed -$196K – 4210
2025
Q1 		$196K Sell
21,260
-28,500
-57% -$267K ﹤0.01% 1659
2024
Q4 		$461K Hold
49,760
– – ﹤0.01% 1205
2024
Q3 		$478K Hold
49,760
– – ﹤0.01% 1124
2024
Q2 		$455K Hold
49,760
– – ﹤0.01% 1097
2024
Q1 		$440K Hold
49,760
– – ﹤0.01% 1110
2023
Q4 		$429K Buy
49,760
+31,163
+168% +$242K 0.01% 1062
2023
Q3 		$134K Sell
18,597
-2,719
-13% -$22.3K ﹤0.01% 1438
2023
Q2 		$182K Hold
21,316
– – ﹤0.01% 1330
2023
Q1 		$189K Hold
21,316
– – ﹤0.01% 1314
2022
Q4 		$183K Sell
21,316
-16,207
-43% -$138K ﹤0.01% 1281
2022
Q3 		$308K Buy
+37,523
New +$356K 0.01% 1027

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Steward Partners Investment Advisory's MHI Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2025, closing a stake of 21,260 shares — an estimated $196K sold.

Steward Partners Investment Advisory first reported a position in MHI in Q3 2022 and held it in 11 quarters. The position peaked at $478K in Q3 2024. 57 funds tracked by Wall St. Rank hold MHI as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Pioneer Municipal High Income Fund position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 21,260 Pioneer Municipal High Income Fund shares in Q2 2025, an estimated $196K.
  • Steward Partners Investment Advisory first reported a position in Pioneer Municipal High Income Fund in Q3 2022 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Pioneer Municipal High Income Fund position peaked at $478K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.