GPS Wealth Strategies Group’s Pioneer Floating Rate Fund PHD Stock Holding History

GPS Wealth Strategies 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	-3,555	Closed	-$35.4K	–	1281
2025 Q3	$35.4K	Hold	3,555	–	–	﹤0.01%	761
2025 Q2	$34.9K	Hold	3,555	–	–	﹤0.01%	721
2025 Q1	$33.7K	Hold	3,555	–	–	﹤0.01%	704
2024 Q4	$34.4K	Hold	3,555	–	–	﹤0.01%	666
2024 Q3	$35.2K	Hold	3,555	–	–	﹤0.01%	665
2024 Q2	$34.3K	Hold	3,555	–	–	0.01%	633
2024 Q1	$34.4K	Hold	3,555	–	–	0.01%	603
2023 Q4	$32.6K	Hold	3,555	–	–	0.01%	593
2023 Q3	$32K	Hold	3,555	–	–	0.01%	595
2023 Q2	$30.9K	Hold	3,555	–	–	0.01%	606
2023 Q1	$30.9K	Buy	+3,555	New	+$32K	0.01%	599
2022 Q4	–	Sell	-4,585	Closed	-$40K	–	809
2022 Q3	$40K	Hold	4,585	–	–	0.01%	473
2022 Q2	$41K	Buy	+4,585	New	+$44K	0.01%	482

Other funds holding PHD

HNB

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

GPS Wealth Strategies Group's PHD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 3,555 shares — an estimated $35.4K sold.

GPS Wealth Strategies Group first reported a position in PHD in Q2 2022 and held it in 13 quarters. The position peaked at $41K in Q2 2022. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 3,555 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $35.4K.
GPS Wealth Strategies Group first reported a position in Pioneer Floating Rate Fund in Q2 2022 and held it in 13 quarters.
GPS Wealth Strategies Group's Pioneer Floating Rate Fund position peaked at $41K in Q2 2022.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.