Kovitz Investment Group Partners
PHT

Kovitz Investment Group Partners’s Pioneer High Income Fund PHT Stock Holding History

Kovitz Investment Group Partners’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
-60,600
Closed -$490K – 1466
2025
Q2 		$490K Buy
+60,600
New +$469K ﹤0.01% 977

Other funds holding PHT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kovitz Investment Group Partners's PHT Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 60,600 shares — an estimated $490K sold.

Kovitz Investment Group Partners first reported a position in PHT in Q2 2025 and held it in 1 quarter. The position peaked at $490K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 60,600 Pioneer High Income Fund shares in Q3 2025, an estimated $490K.
  • Kovitz Investment Group Partners first reported a position in Pioneer High Income Fund in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Pioneer High Income Fund position peaked at $490K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.