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PHT

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

NewEdge 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
-60,352
Closed -$488K – 4218
2025
Q2 		$488K Sell
60,352
-2,506
-4% -$19.4K ﹤0.01% 1704
2025
Q1 		$487K Sell
62,858
-886
-1% -$6.92K ﹤0.01% 1601
2024
Q4 		$494K Sell
63,744
-2,687
-4% -$21.1K ﹤0.01% 1563
2024
Q3 		$531K Sell
66,431
-3,487
-5% -$27K ﹤0.01% 1444
2024
Q2 		$526K Sell
69,918
-9,986
-12% -$74.3K ﹤0.01% 1392
2024
Q1 		$612K Sell
79,904
-2,696
-3% -$19.9K 0.01% 1226
2023
Q4 		$594K Buy
82,600
+10,100
+14% +$70.1K 0.01% 1195
2023
Q3 		$486K Sell
72,500
-14,300
-16% -$97.4K 0.01% 1184
2023
Q2 		$583K Sell
86,800
-200
-0.2% -$1.34K 0.01% 1107
2023
Q1 		$574K Buy
87,000
+5,100
+6% +$34.9K 0.01% 1049
2022
Q4 		$532K Sell
81,900
-2,900
-3% -$19.1K 0.01% 757
2022
Q3 		$548K Buy
84,800
+2,500
+3% +$17.7K 0.01% 922
2022
Q2 		$581K Buy
82,300
+4,500
+6% +$33.5K 0.01% 917
2022
Q1 		$632K Buy
77,800
+8,100
+12% +$69.7K 0.01% 783
2021
Q4 		$676K Buy
+69,700
New +$688K 0.01% 928

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

NewEdge Advisors's PHT Position: Q3 2025 in Review

NewEdge Advisors sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 60,352 shares — an estimated $488K sold.

NewEdge Advisors first reported a position in PHT in Q4 2021 and held it in 15 quarters. The position peaked at $676K in Q4 2021. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • NewEdge Advisors reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 60,352 Pioneer High Income Fund shares in Q3 2025, an estimated $488K.
  • NewEdge Advisors first reported a position in Pioneer High Income Fund in Q4 2021 and held it in 15 quarters.
  • NewEdge Advisors's Pioneer High Income Fund position peaked at $676K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.