Cetera Investment Advisers’s Pioneer Floating Rate Fund PHD Stock Holding History

Cetera Investment Advisers’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	-29,268	Closed	-$292K	–	4825
2025 Q3	$292K	Buy	29,268 +8,402	+40%	+$83.2K	﹤0.01%	3851
2025 Q2	$205K	Buy	20,866 +21	+0.1%	+$200	﹤0.01%	3710
2025 Q1	$197K	Sell	20,845 -780	-4%	-$7.49K	﹤0.01%	3609
2024 Q4	$209K	Sell	21,625 -4,500	-17%	-$44.2K	﹤0.01%	3404
2024 Q3	$259K	Buy	26,125 +23	+0.1%	+$227	﹤0.01%	3194
2024 Q2	$252K	Buy	26,102 +3,422	+15%	+$33.2K	﹤0.01%	3193
2024 Q1	$220K	Buy	+22,680	New	+$216K	﹤0.01%	3299

Other funds holding PHD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cetera Investment Advisers's PHD Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 29,268 shares — an estimated $292K sold.

Cetera Investment Advisers first reported a position in PHD in Q1 2024 and held it in 7 quarters. The position peaked at $292K in Q3 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Cetera Investment Advisers reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Cetera Investment Advisers sold 29,268 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $292K.
Cetera Investment Advisers first reported a position in Pioneer Floating Rate Fund in Q1 2024 and held it in 7 quarters.
Cetera Investment Advisers's Pioneer Floating Rate Fund position peaked at $292K in Q3 2025.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.