PHD

Pioneer Floating Rate Fund
PHD

Delisted

PHD was delisted on the 10th of October, 2025.

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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1
Lake Street Private Wealth
Illinois
$4.97M +$136K +15,150 +3%
Bank of America
2
Bank of America
North Carolina
$3.4M -$224K -25,030 -6%
SIA
3
Sit Investment Associates
Minnesota
$2.24M +$1.27M +141,864 +138%
CCP
4
Clough Capital Partners
Massachusetts
$1.99M -$229K -25,607 -11%
Invesco
5
Invesco
Georgia
$1.85M +$170K +18,950 +10%
GC
6
Guggenheim Capital
Illinois
$1.48M +$925K +103,247 +177%
WWMSC
7
Wagner Wealth Management (South Carolina)
South Carolina
$1.44M -$283K -31,531 -17%
Morgan Stanley
8
Morgan Stanley
New York
$1.4M +$23.6K +2,631 +2%
AAM
9
Advisors Asset Management
Colorado
$1.19M +$1.17M +130,134 New
AA
10
AQR Arbitrage
Connecticut
$1.1M -$103K -11,525 -9%
CCFM
11
Clear Creek Financial Management
Washington
$1.09M +$11.4K +1,267 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.05M -$28.5K -3,185 -3%
RP
13
Riverbridge Partners
Minnesota
$913K +$10.5K +1,177 +1%
SFS
14
Shaker Financial Services
Virginia
$868K +$73.9K +8,250 +10%
Wells Fargo
15
Wells Fargo
California
$842K +$56.5K +6,300 +7%
QL
16
Quarry LP
New York
$781K – – –
MC
17
Matisse Capital
Oregon
$742K -$366K -40,859 -34%
Osaic Holdings
18
Osaic Holdings
Arizona
$676K -$37.1K -4,135 -5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$467K +$6.18K +690 +1%
VEA
20
Virtus ETF Advisers
New York
$456K -$162K -18,049 -27%
UBS Group
21
UBS Group
Switzerland
$406K +$254K +28,398 +178%
RIL
22
Rothschild Investment LLC
Illinois
$305K +$298K +33,240 New
MWM
23
Melfa Wealth Management
Massachusetts
$287K +$242 +27 +0.1%
LCM
24
Landscape Capital Management
New Jersey
$279K +$272K +30,385 New
HighTower Advisors
25
HighTower Advisors
Illinois
$210K -$15.1K -1,681 -7%
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