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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 |
OIA
51
Optimum Investment Advisors
Chicago,
Illinois
| $5K | +$4.6K | +400 | New |
|
| 52 |
MGIA
52
Moneta Group Investment Advisors
St Louis,
Missouri
| $5K | +$4.92K | +428 | New |
|
| 53 |
SPIA
53
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
| 54 |
CFA
54
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$5.56M | -484,457 | Closed |
|
| 55 |
WAM
55
Wolverine Asset Management
Chicago,
Illinois
| – | -$335K | -29,261 | Closed |
|
| 56 |
DA
56
Doliver Advisors
Houston,
Texas
| – | -$229K | -19,969 | Closed |
|
| 57 |
WAM
57
Weiss Asset Management
Boston,
Massachusetts
| – | -$155K | -13,488 | Closed |
|
| 58 |
CCP
58
Corient Capital Partners
Newport Beach,
California
| – | -$140K | -12,217 | Closed |
|
| 59 |
59
Squarepoint
New York
| – | -$131K | -11,390 | Closed |
|
| 60 |
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22K | -1,890 | Closed |
|
| 61 |
WAM
61
Watermark Asset Management
San Ramon,
California
| – | -$16K | -1,390 | Closed |
|