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HNW

Pioneer Diversified High Income Fund

Delisted

HNW was delisted on the 25th of September, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.09M -$1.32M -84,557 -18%
CG
2
Colony Group
Massachusetts
$2.2M +$1.17M +74,831 +109%
GC
3
Guggenheim Capital
Illinois
$1.85M +$606K +38,790 +47%
Invesco
4
Invesco
Georgia
$1.72M -$288K -18,449 -14%
Cohen & Steers
5
Cohen & Steers
New York
$1.7M -$734K -46,985 -30%
Ameriprise
6
Ameriprise
Minnesota
$1.38M -$28.2K -1,807 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.07M +$12.3K +787 +1%
SCM
8
Sterneck Capital Management
Missouri
$903K -$27.7K -1,773 -3%
Wells Fargo
9
Wells Fargo
California
$818K -$100K -6,409 -11%
AAM
10
Advisors Asset Management
Colorado
$783K -$7.72K -494 -1%
NA
11
NewEdge Advisors
Louisiana
$732K +$747K +47,833 New
CCFM
12
Clear Creek Financial Management
Washington
$518K +$27.9K +1,784 +6%
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$511K -$234 -15 -0%
SFS
14
Shaker Financial Services
Virginia
$421K -$679K -43,456 -61%
Morgan Stanley
15
Morgan Stanley
New York
$247K -$24.4K -1,560 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$217K +$1.39K +89 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$203K
BF
18
BOK Financial
Oklahoma
$200K
ISWM
19
Independent Solutions Wealth Management
New York
$168K +$172K +11,000 New
UBS Group
20
UBS Group
Switzerland
$137K -$11.6K -740 -8%
GWM
21
Geneos Wealth Management
Colorado
$125K +$3.11K +199 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$114K -$106K -6,772 -48%
Bank of America
23
Bank of America
North Carolina
$56K +$7.81K +500 +16%
SWM
24
Spire Wealth Management
Virginia
$51K +$16.9K +1,079 +48%
US Bancorp
25
US Bancorp
Minnesota
$25K