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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-203,147
Closed -$2.02M – 564
2025
Q3 		$2.02M Sell
203,147
-10,218
-5% -$101K 0.16% 122
2025
Q2 		$2.1M Sell
213,365
-2,062
-1% -$19.6K 0.18% 117
2025
Q1 		$2.04M Buy
+215,427
New +$2.07M 0.2% 112

Other funds holding PHD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return