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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 |
IAN
51
Integrated Advisors Network
Dallas,
Texas
| – | -$202K | -20,000 | Closed |
|
| 52 |
BCA
52
Biltmore Capital Advisors
Princeton,
New Jersey
| – | -$166K | -16,421 | Closed |
|
| 53 |
53
Jane Street
New York
| – | -$104K | -10,299 | Closed |
|
| 54 |
AAS
54
Avantax Advisory Services
Dallas,
Texas
| – | -$102K | -10,229 | Closed |
|
| 55 |
FFA
55
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$15K | -1,490 | Closed |
|
| 56 |
56
Barclays
London,
United Kingdom
| – | -$10K | -940 | Closed |
|
| 57 |
CHAM
57
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$6.06K | -600 | Closed |
|
| 58 |
AWM
58
Adams Wealth Management
Logan,
Utah
| – | -$1K | -75 | Closed |
|
| 59 |
WLPWM
59
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$177 | -17 | -49% |
|
| 60 |
RCM
60
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | +$385 | +37 | New |
|