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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 |
|
|---|---|---|---|---|---|---|
| 51 |
WOC
51
West Oak Capital
Westlake Village,
California
| $11.9K | – | – | – |
|
| 52 |
CPIG
52
Chicago Partners Investment Group
Chicago,
Illinois
| $10K | – | – | – |
|
| 53 |
53
Creative Planning
Overland Park,
Kansas
| $8K | +$7.7K | +656 | New |
|
| 54 |
54
Envestnet Asset Management
Chicago,
Illinois
| $5K | +$5.18K | +441 | New |
|
| 55 |
PCM
55
Penserra Capital Management
Orinda,
California
| $4K | +$493 | +42 | +12% |
|
| 56 |
WIA
56
Westbourne Investment Advisors
Annapolis,
Maryland
| – | -$683K | -57,896 | Closed |
|
| 57 |
DA
57
Doliver Advisors
Houston,
Texas
| – | -$336K | -28,468 | Closed |
|