CAS
PHT

Coppell Advisory Solutions’s Pioneer High Income Fund PHT Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,525
Closed -$11.8K – 1441
2024
Q4 		$11.8K Hold
1,525
– – ﹤0.01% 1047
2024
Q3 		$12.1K Hold
1,525
– – ﹤0.01% 1020
2024
Q2 		$11.5K Buy
+1,525
New +$11.3K ﹤0.01% 965
2023
Q4 		$10.9K Hold
1,525
– – ﹤0.01% 915
2023
Q3 		$9.91K Hold
1,525
– – ﹤0.01% 609
2023
Q2 		$10.2K Buy
+1,525
New +$10.2K ﹤0.01% 682
2023
Q1 		– Sell
-1,525
Closed -$9.91K – 821
2022
Q4 		$9.91K Buy
+1,525
New +$10K ﹤0.01% 615

Other funds holding PHT

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coppell Advisory Solutions's PHT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Pioneer High Income Fund (PHT) in Q1 2025, closing a stake of 1,525 shares — an estimated $11.8K sold.

Coppell Advisory Solutions first reported a position in PHT in Q4 2022 and held it in 7 quarters. The position peaked at $12.1K in Q3 2024. 50 funds tracked by Wall St. Rank hold PHT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Pioneer High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,525 Pioneer High Income Fund shares in Q1 2025, an estimated $11.8K.
  • Coppell Advisory Solutions first reported a position in Pioneer High Income Fund in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Pioneer High Income Fund position peaked at $12.1K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.