AWA
PHD

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 $18.1B AUM 24.69% 1-Year Est. Return