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PHD
Pioneer Floating Rate Fund
PHD
PHD
Delisted
PHD was delisted on the 10th of October, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Bank of Montreal
Toronto,
Ontario, Canada
| $26K | +$27.5K | +2,000 | New |
|
| 27 |
WCM
27
Windsor Capital Management
Phoenix,
Arizona
| $25K | +$26.1K | +1,900 | New |
|
| 28 |
RIA
28
Regal Investment Advisors
Kentwood,
Michigan
| $22K | +$22.9K | +1,670 | New |
|
| 29 |
TRCT
29
Tower Research Capital (TRC)
New York
| $21K | +$22K | +1,600 | New |
|
| 30 |
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $7K | +$7.21K | +525 | New |
|
| 31 |
AIG
31
American International Group
New York
| $861 | +$893 | +65 | New |
|
| 32 |
CFA
32
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$82 | +6 | New |
|