KA
PHD

Kovack Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

Kovack Advisors’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
-10,000
Closed -$99.6K – 1023
2025
Q3 		$99.6K Hold
10,000
– – 0.01% 598
2025
Q2 		$98.2K Hold
10,000
– – 0.01% 607
2025
Q1 		$94.7K Hold
10,000
– – 0.01% 566
2024
Q4 		$96.8K Hold
10,000
– – 0.01% 598
2024
Q3 		$99K Buy
+10,000
New +$98.5K 0.01% 571

Other funds holding PHD

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