CA
PHT

Clearstead Advisors’s Pioneer High Income Fund PHT Stock Holding History

Clearstead Advisors’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
-32
Closed -$259 – 3205
2025
Q2 		$259 Hold
32
– – ﹤0.01% 2552
2025
Q1 		$248 Hold
32
– – ﹤0.01% 2120
2024
Q4 		$248 Hold
32
– – ﹤0.01% 2026
2024
Q3 		$256 Hold
32
– – ﹤0.01% 1985
2024
Q2 		$241 Buy
+32
New +$238 ﹤0.01% 1970

Other funds holding PHT

Osaic Holdings
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