AVANTAX ADVISORY SERVICES, INC. MIO β€” PIONEER MUN HIGH INCOME OPPO

Ownership history in AVANTAX ADVISORY SERVICES, INC.  Β·  3 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported PIONEER MUN HIGH INCOME OPPO (MIO) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q1. The latest visible filing shows MIO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in PIONEER MUN HIGH INCOME OPPO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

MIO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AVANTAX ADVISORY SERVICES, INC. held MIO β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED β€” β€” β€” 47,320 +1,782 +3.9% 0.00% $558K 2025-05-06 β€”
2024 Q4 ADDED β€” β€” β€” 45,538 +16,025 +54.3% 0.00% $540K 2025-02-10 β€”
2024 Q3 INITIATED β€” β€” β€” 29,513 β€” β€” 0.00% $366K 2024-11-13 β€”

🏒 Other funds also holding MIO

As of 2025 Q3 β€” sorted by position size

OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About AVANTAX ADVISORY SERVICES, INC. and MIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning MIO?

AVANTAX ADVISORY SERVICES, INC. reported MIO across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q1.

What was the largest reported MIO position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for MIO was 0.00% in 2024 Q4.

What is the latest reported MIO position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 47,320 shares, equal to 0.00% of portfolio, with an estimated market value of $558K.

What does the chart on this MIO ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly MIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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