AAS
PHD

Avantax Advisory Services’s Pioneer Floating Rate Fund PHD Stock Holding History

Avantax Advisory Services’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
Q2 		$117K Sell
11,955
-866
-7% -$8.25K ﹤0.01% 2276
2025
Q1 		$121K Buy
12,821
+928
+8% +$8.91K ﹤0.01% 2147
2024
Q4 		$115K Sell
11,893
-253
-2% -$2.48K ﹤0.01% 2114
2024
Q3 		$120K Sell
12,146
-314
-3% -$3.09K ﹤0.01% 2062
2024
Q2 		$120K Buy
12,460
+2,030
+19% +$19.7K ﹤0.01% 1997
2024
Q1 		$101K Buy
+10,430
New +$99.4K ﹤0.01% 1593
2020
Q4 		– Sell
-10,229
Closed -$102K – 1237
2020
Q3 		$102K Buy
+10,229
New +$101K ﹤0.01% 1301

Other funds holding PHD

LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Avantax Advisory Services's PHD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Pioneer Floating Rate Fund (PHD) stake by 6.8% in Q2 2025, selling an estimated $8.25K and leaving 11,955 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Avantax Advisory Services first reported a position in PHD in Q3 2020 and has held it in 7 quarters since. The position peaked at $121K in Q1 2025. 49 funds tracked by Wall St. Rank hold PHD as of Q2 2025.

  • Avantax Advisory Services held 11,955 shares of Pioneer Floating Rate Fund worth $117K as of Q2 2025.
  • Avantax Advisory Services sold 866 Pioneer Floating Rate Fund shares in Q2 2025, an estimated $8.25K.
  • Pioneer Floating Rate Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2276 holding.
  • Avantax Advisory Services first reported a position in Pioneer Floating Rate Fund in Q3 2020 and has held it in 7 quarters since.
  • Avantax Advisory Services's Pioneer Floating Rate Fund position peaked at $121K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.