EFG
PHD

Ethos Financial Group’s Pioneer Floating Rate Fund PHD Stock Holding History

Ethos Financial Group’s Portfolio PHD Stock Details PHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Sell
213,365
-2,062
-1% -$20.2K 0.18% 117
2025
Q1 		$2.04M Buy
+215,427
New +$2.04M 0.2% 112