AWM
PHD

Avior Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,801
Closed -$17.4K – 1880
2024
Q4 		$17.4K Buy
1,801
+647
+56% +$6.36K ﹤0.01% 1449
2024
Q3 		$11.4K Sell
1,154
-3
-0.3% -$30 ﹤0.01% 1513
2024
Q2 		$11.2K Buy
+1,157
New +$11.2K ﹤0.01% 1483

Other funds holding PHD

LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's PHD Position: Q1 2025 in Review

Avior Wealth Management sold out of Pioneer Floating Rate Fund (PHD) in Q1 2025, closing a stake of 1,801 shares — an estimated $17.4K sold.

Avior Wealth Management first reported a position in PHD in Q2 2024 and held it in 3 quarters. The position peaked at $17.4K in Q4 2024. 42 funds tracked by Wall St. Rank hold PHD as of Q1 2025.

  • Avior Wealth Management reported no remaining Pioneer Floating Rate Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,801 Pioneer Floating Rate Fund shares in Q1 2025, an estimated $17.4K.
  • Avior Wealth Management first reported a position in Pioneer Floating Rate Fund in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Pioneer Floating Rate Fund position peaked at $17.4K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.