SPIA
PHD

Steward Partners Investment Advisory’s Pioneer Floating Rate Fund PHD Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-33
Closed -$324 – 4355
2025
Q2 		$324 Buy
+33
New +$314 ﹤0.01% 4001
2018
Q4 		– Sell
-100
Closed -$1K – 1749
2018
Q3 		$1K Hold
100
– – ﹤0.01% 2513
2018
Q2 		$1K Hold
100
– – ﹤0.01% 2372
2018
Q1 		$1K Hold
100
– – ﹤0.01% 2155
2017
Q4 		$1K Buy
+100
New +$1.17K ﹤0.01% 1801

Other funds holding PHD

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Steward Partners Investment Advisory's PHD Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Pioneer Floating Rate Fund (PHD) in Q3 2025, closing a stake of 33 shares — an estimated $324 sold.

Steward Partners Investment Advisory first reported a position in PHD in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 47 funds tracked by Wall St. Rank hold PHD as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Pioneer Floating Rate Fund position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 33 Pioneer Floating Rate Fund shares in Q3 2025, an estimated $324.
  • Steward Partners Investment Advisory first reported a position in Pioneer Floating Rate Fund in Q4 2017 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Pioneer Floating Rate Fund position peaked at $1K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.