Adapt Wealth Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

Adapt Wealth Advisors’s Portfolio PHD Stock Details PHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-88,137	Closed	-$878K	–	116
2025 Q3	$878K	Buy	+88,137	New	+$872K	0.32%	47

Other funds holding PHD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Adapt Wealth Advisors's PHD Position: Q4 2025 in Review

Adapt Wealth Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 88,137 shares — an estimated $878K sold.

Adapt Wealth Advisors first reported a position in PHD in Q3 2025 and held it in 1 quarter. The position peaked at $878K in Q3 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Adapt Wealth Advisors reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Adapt Wealth Advisors sold 88,137 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $878K.
Adapt Wealth Advisors first reported a position in Pioneer Floating Rate Fund in Q3 2025 and held it in 1 quarter.
Adapt Wealth Advisors's Pioneer Floating Rate Fund position peaked at $878K in Q3 2025.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Adapt Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.