WP
MAV

WealthPLAN Partners’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,955
Closed -$15.4K – 787
2023
Q2 		$15.4K Buy
1,955
+24
+1% +$191 ﹤0.01% 724
2023
Q1 		$15.9K Buy
+1,931
New +$16K ﹤0.01% 772

Other funds holding MAV

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WealthPLAN Partners's MAV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q3 2023, closing a stake of 1,955 shares — an estimated $15.4K sold.

WealthPLAN Partners first reported a position in MAV in Q1 2023 and held it in 2 quarters. The position peaked at $15.9K in Q1 2023. 68 funds tracked by Wall St. Rank hold MAV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,955 Pioneer Municipal High Income Advantage Fund shares in Q3 2023, an estimated $15.4K.
  • WealthPLAN Partners first reported a position in Pioneer Municipal High Income Advantage Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Pioneer Municipal High Income Advantage Fund position peaked at $15.9K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.