Baird Financial Group

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

Baird 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
2024 Q2	–	Sell	-20,000	Closed	-$153K	–	1814
2024 Q1	$153K	Hold	20,000	–	–	﹤0.01%	1699
2023 Q4	$143K	Hold	20,000	–	–	﹤0.01%	1661
2023 Q3	$134K	Hold	20,000	–	–	﹤0.01%	1651
2023 Q2	$134K	Hold	20,000	–	–	﹤0.01%	1640
2023 Q1	$133K	Hold	20,000	–	–	﹤0.01%	1645
2022 Q4	$130K	Hold	20,000	–	–	﹤0.01%	1637
2022 Q3	$129K	Sell	20,000 -750	-4%	-$5.3K	﹤0.01%	1651
2022 Q2	$146K	Sell	20,750 -750	-3%	-$5.58K	﹤0.01%	1725
2022 Q1	$175K	Buy	+21,500	New	+$185K	﹤0.01%	1763

Other funds holding PHT

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Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return