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 $20.6B AUM 34.61% 1-Year Est. Return

Ethos Financial Group's PHD Position: Q4 2025 in Review

Ethos Financial Group sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 203,147 shares — an estimated $2.02M sold.

Ethos Financial Group first reported a position in PHD in Q1 2025 and held it in 3 quarters. The position peaked at $2.1M in Q2 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Ethos Financial Group reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Ethos Financial Group sold 203,147 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $2.02M.
Ethos Financial Group first reported a position in Pioneer Floating Rate Fund in Q1 2025 and held it in 3 quarters.
Ethos Financial Group's Pioneer Floating Rate Fund position peaked at $2.1M in Q2 2025.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.