AWM
PHT

Activest Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Activest Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,100
Closed -$17K – 1185
2025
Q2 		$17K Hold
2,100
– – ﹤0.01% 349
2025
Q1 		$16.3K Hold
2,100
– – ﹤0.01% 320
2024
Q4 		$16.3K Hold
2,100
– – ﹤0.01% 272
2024
Q3 		$16.8K Hold
2,100
– – 0.01% 266
2024
Q2 		$15.8K Buy
+2,100
New +$15.6K 0.01% 260

Other funds holding PHT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Activest Wealth Management's PHT Position: Q3 2025 in Review

Activest Wealth Management sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 2,100 shares — an estimated $17K sold.

Activest Wealth Management first reported a position in PHT in Q2 2024 and held it in 5 quarters. The position peaked at $17K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Activest Wealth Management reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Activest Wealth Management sold 2,100 Pioneer High Income Fund shares in Q3 2025, an estimated $17K.
  • Activest Wealth Management first reported a position in Pioneer High Income Fund in Q2 2024 and held it in 5 quarters.
  • Activest Wealth Management's Pioneer High Income Fund position peaked at $17K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on Activest Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.