WLPWM
PHT

Walled Lake Planning & Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Walled Lake Planning & Wealth Management’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
-26,900
Closed -$218K – 150
2025
Q2 		$218K Hold
26,900
– – 0.07% 129
2025
Q1 		$208K Hold
26,900
– – 0.07% 128
2024
Q4 		$208K Hold
26,900
– – 0.08% 122
2024
Q3 		$215K Hold
26,900
– – 0.08% 122
2024
Q2 		$202K Buy
+26,900
New +$200K 0.08% 116

Other funds holding PHT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PHT Position: Q3 2025 in Review

Walled Lake Planning & Wealth Management sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 26,900 shares — an estimated $218K sold.

Walled Lake Planning & Wealth Management first reported a position in PHT in Q2 2024 and held it in 5 quarters. The position peaked at $218K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Walled Lake Planning & Wealth Management reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 26,900 Pioneer High Income Fund shares in Q3 2025, an estimated $218K.
  • Walled Lake Planning & Wealth Management first reported a position in Pioneer High Income Fund in Q2 2024 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Pioneer High Income Fund position peaked at $218K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.