AFG
PHT

Atomi Financial Group’s Pioneer High Income Fund PHT Stock Holding History

Atomi Financial Group’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
-39,585
Closed -$320K – 1225
2025
Q2 		$320K Hold
39,585
– – 0.01% 781
2025
Q1 		$306K Buy
39,585
+779
+2% +$6.09K 0.01% 764
2024
Q4 		$301K Buy
38,806
+3,608
+10% +$28.3K 0.02% 716
2024
Q3 		$282K Sell
35,198
-260
-0.7% -$2.02K 0.02% 695
2024
Q2 		$267K Buy
35,458
+5,545
+19% +$41.2K 0.02% 626
2024
Q1 		$229K Sell
29,913
-1,573
-5% -$11.6K 0.02% 628
2023
Q4 		$225K Hold
31,486
– – 0.03% 504
2023
Q3 		$211K Sell
31,486
-1,382
-4% -$9.41K 0.07% 306
2023
Q2 		$221K Hold
32,868
– – 0.1% 235
2023
Q1 		$218K Buy
+32,868
New +$225K 0.12% 197

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

Atomi Financial Group's PHT Position: Q3 2025 in Review

Atomi Financial Group sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 39,585 shares — an estimated $320K sold.

Atomi Financial Group first reported a position in PHT in Q1 2023 and held it in 10 quarters. The position peaked at $320K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Atomi Financial Group reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 39,585 Pioneer High Income Fund shares in Q3 2025, an estimated $320K.
  • Atomi Financial Group first reported a position in Pioneer High Income Fund in Q1 2023 and held it in 10 quarters.
  • Atomi Financial Group's Pioneer High Income Fund position peaked at $320K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.