ARC
PHT

Advisor Resource Council’s Pioneer High Income Fund PHT Stock Holding History

Advisor Resource Council’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
2024
Q4 		– Sell
-13,175
Closed -$105K – 218
2024
Q3 		$105K Buy
+13,175
New +$102K 0.05% 234

Other funds holding PHT

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor Resource Council's PHT Position: Q4 2024 in Review

Advisor Resource Council sold out of Pioneer High Income Fund (PHT) in Q4 2024, closing a stake of 13,175 shares — an estimated $105K sold.

Advisor Resource Council first reported a position in PHT in Q3 2024 and held it in 1 quarter. The position peaked at $105K in Q3 2024. 52 funds tracked by Wall St. Rank hold PHT as of Q4 2024.

  • Advisor Resource Council reported no remaining Pioneer High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 13,175 Pioneer High Income Fund shares in Q4 2024, an estimated $105K.
  • Advisor Resource Council first reported a position in Pioneer High Income Fund in Q3 2024 and held it in 1 quarter.
  • Advisor Resource Council's Pioneer High Income Fund position peaked at $105K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.