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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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.