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

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SIA
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FHA
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Invesco
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Wells Fargo
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AAM
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GC
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SFS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return