CAN
PHD

Cetera Advisor Networks’s Pioneer Floating Rate Fund PHD Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$129K Buy
+13,280
New +$127K ﹤0.01% 2664
2020
Q3 		– Sell
-4,139
Closed -$39K – 2522
2020
Q2 		$39K Buy
+4,139
New +$36.4K ﹤0.01% 2049

Other funds holding PHD

LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cetera Advisor Networks's PHD Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Pioneer Floating Rate Fund (PHD) in Q1 2024: 13,280 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #2664 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in PHD as recently as Q2 2020.

Cetera Advisor Networks first reported a position in PHD in Q2 2020 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PHD as of Q1 2024.

  • Cetera Advisor Networks held 13,280 shares of Pioneer Floating Rate Fund worth $129K as of Q1 2024.
  • Pioneer Floating Rate Fund was a new Cetera Advisor Networks position in Q1 2024.
  • Pioneer Floating Rate Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2664 holding.
  • Cetera Advisor Networks first reported a position in Pioneer Floating Rate Fund in Q2 2020 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.