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
2025 Q1	$121K	Buy
2024 Q4	$115K	Sell
2024 Q3	$120K	Sell
2024 Q2	$120K	Buy
2024 Q1	$101K	Buy
2020 Q4	–	Sell
2020 Q3	$102K	Buy