LCM
PHD

Landscape Capital Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Landscape Capital Management’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
Q2 		– Sell
-26,842
Closed -$254K – 785
2025
Q1 		$254K Buy
+26,842
New +$258K 0.02% 513
2024
Q2 		– Sell
-17,358
Closed -$168K – 854
2024
Q1 		$168K Sell
17,358
-13,027
-43% -$124K 0.01% 635
2023
Q4 		$279K Buy
+30,385
New +$272K 0.02% 591
2023
Q3 		– Sell
-23,831
Closed -$207K – 608
2023
Q2 		$207K Buy
23,831
+10,285
+76% +$88.2K 0.03% 392
2023
Q1 		$118K Buy
+13,546
New +$122K 0.02% 524
2022
Q4 		– Sell
-36,383
Closed -$314K – 918
2022
Q3 		$314K Sell
36,383
-5,062
-12% -$46.1K 0.04% 440
2022
Q2 		$368K Buy
41,445
+27,528
+198% +$264K 0.05% 345
2022
Q1 		$146K Buy
+13,917
New +$155K 0.02% 746
2021
Q2 		– Sell
-33,599
Closed -$385K – 676
2021
Q1 		$385K Sell
33,599
-49,203
-59% -$539K 0.06% 235
2020
Q4 		$845K Buy
+82,802
New +$861K 0.13% 171
2019
Q4 		– Sell
-25,546
Closed -$269K – 788
2019
Q3 		$269K Sell
25,546
-38,959
-60% -$409K 0.02% 551
2019
Q2 		$690K Sell
64,505
-45,712
-41% -$484K 0.06% 349
2019
Q1 		$1.15M Buy
110,217
+17,426
+19% +$181K 0.11% 219
2018
Q4 		$913K Buy
92,791
+72,678
+361% +$761K 0.08% 274
2018
Q3 		$222K Buy
+20,113
New +$222K 0.02% 620
2016
Q2 		– Sell
-25,101
Closed -$281K – 625
2016
Q1 		$281K Sell
25,101
-35,609
-59% -$377K 0.03% 464
2015
Q4 		$659K Buy
60,710
+45,640
+303% +$496K 0.08% 332
2015
Q3 		$171K Buy
15,070
+1,992
+15% +$22.8K 0.02% 565
2015
Q2 		$149K Buy
+13,078
New +$152K 0.03% 638
2015
Q1 		– Sell
-14,438
Closed -$164K – 647
2014
Q4 		$164K Buy
+14,438
New +$165K 0.08% 448

Other funds holding PHD

LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Landscape Capital Management's PHD Position: Q2 2025 in Review

Landscape Capital Management sold out of Pioneer Floating Rate Fund (PHD) in Q2 2025, closing a stake of 26,842 shares — an estimated $254K sold.

Landscape Capital Management first reported a position in PHD in Q4 2014 and held it in 20 quarters. The position peaked at $1.15M in Q1 2019. 49 funds tracked by Wall St. Rank hold PHD as of Q2 2025.

  • Landscape Capital Management reported no remaining Pioneer Floating Rate Fund position as of Q2 2025 after selling out during the quarter.
  • Landscape Capital Management sold 26,842 Pioneer Floating Rate Fund shares in Q2 2025, an estimated $254K.
  • Landscape Capital Management first reported a position in Pioneer Floating Rate Fund in Q4 2014 and held it in 20 quarters.
  • Landscape Capital Management's Pioneer Floating Rate Fund position peaked at $1.15M in Q1 2019.
  • 49 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q2 2025.

Based on Landscape Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.