Waverly Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Waverly Advisors’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	-16,734	Closed	-$153K	–	1310
2025 Q2	$153K	Sell	16,734 -400	-2%	-$3.63K	﹤0.01%	1146
2025 Q1	$158K	Sell	17,134 -3,133	-15%	-$29.4K	﹤0.01%	1071
2024 Q4	$188K	Sell	20,267 -1,233	-6%	-$11.7K	﹤0.01%	942
2024 Q3	$206K	Sell	21,500 -1,000	-4%	-$9.37K	﹤0.01%	768
2024 Q2	$206K	Sell	22,500 -1,900	-8%	-$16.8K	﹤0.01%	761
2024 Q1	$216K	Buy	+24,400	New	+$212K	0.01%	645

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

Waverly Advisors's MHI Position: Q3 2025 in Review

Waverly Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 16,734 shares — an estimated $153K sold.

Waverly Advisors first reported a position in MHI in Q1 2024 and held it in 6 quarters. The position peaked at $216K in Q1 2024. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

Waverly Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
Waverly Advisors sold 16,734 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $153K.
Waverly Advisors first reported a position in Pioneer Municipal High Income Fund in Q1 2024 and held it in 6 quarters.
Waverly Advisors's Pioneer Municipal High Income Fund position peaked at $216K in Q1 2024.
2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.