AWM
PHT

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

Avior 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
Q2 		– Sell
-13,160
Closed -$102K – 757
2025
Q1 		$102K Buy
13,160
+1,194
+10% +$9.33K ﹤0.01% 696
2024
Q4 		$92.7K Sell
11,966
-372
-3% -$2.92K ﹤0.01% 923
2024
Q3 		$98.7K Buy
12,338
+2,632
+27% +$20.4K ﹤0.01% 892
2024
Q2 		$73K Buy
9,706
+1,014
+12% +$7.54K ﹤0.01% 968
2024
Q1 		$66.6K Buy
+8,692
New +$64.2K ﹤0.01% 1122

Other funds holding PHT

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return