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 – 1333
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 $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return