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AWM
PHT
Apollon Wealth Management’s
Pioneer High Income Fund
PHT
Stock Holding History
Apollon Wealth Management’s Portfolio
PHT Stock Details
PHT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-14,225
Closed
-$115K
–
1358
2025
Q2
$115K
Hold
14,225
–
–
﹤0.01%
1214
2025
Q1
$110K
Hold
14,225
–
–
﹤0.01%
1142
2024
Q4
$110K
Buy
+14,225
New
+$112K
﹤0.01%
1131
Other funds holding PHT
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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