SPIA
PHT

Steward Partners Investment Advisory’s Pioneer High Income Fund PHT Stock Holding History

Steward Partners Investment Advisory’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
-500
Closed -$3.88K – 4121
2024
Q4 		$3.88K Sell
500
-350
-41% -$2.75K ﹤0.01% 3451
2024
Q3 		$6.8K Buy
850
+500
+143% +$3.88K ﹤0.01% 3095
2024
Q2 		$2.63K Hold
350
– – ﹤0.01% 3229
2024
Q1 		$2.68K Hold
350
– – ﹤0.01% 3232
2023
Q4 		$2.5K Hold
350
– – ﹤0.01% 3163
2023
Q3 		$2.35K Buy
+350
New +$2.38K ﹤0.01% 3055
2021
Q1 		– Sell
-3,539
Closed -$32K – 3472
2020
Q4 		$32K Sell
3,539
-4,606
-57% -$39.1K ﹤0.01% 1881
2020
Q3 		$65K Buy
8,145
+4,606
+130% +$36.5K ﹤0.01% 1387
2020
Q2 		$26K Hold
3,539
– – ﹤0.01% 1682
2020
Q1 		$22K Buy
3,539
+22
+0.6% +$194 ﹤0.01% 1580
2019
Q4 		$33K Buy
3,517
+65
+2% +$606 ﹤0.01% 1569
2019
Q3 		$31K Buy
3,452
+64
+2% +$591 ﹤0.01% 1564
2019
Q2 		$30K Buy
+3,388
New +$31.1K ﹤0.01% 1547
2018
Q4 		– Sell
-3,474
Closed -$32K – 1751
2018
Q3 		$32K Buy
3,474
+3,199
+1,163% +$29.6K ﹤0.01% 1364
2018
Q2 		$3K Buy
+275
New +$2.6K ﹤0.01% 2133

Other funds holding PHT

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Steward Partners Investment Advisory's PHT Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Pioneer High Income Fund (PHT) in Q1 2025, closing a stake of 500 shares — an estimated $3.88K sold.

Steward Partners Investment Advisory first reported a position in PHT in Q2 2018 and held it in 15 quarters. The position peaked at $65K in Q3 2020. 50 funds tracked by Wall St. Rank hold PHT as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Pioneer High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Pioneer High Income Fund shares in Q1 2025, an estimated $3.88K.
  • Steward Partners Investment Advisory first reported a position in Pioneer High Income Fund in Q2 2018 and held it in 15 quarters.
  • Steward Partners Investment Advisory's Pioneer High Income Fund position peaked at $65K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.