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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
$6.43M +$654K +67,350 +11%
RVPG
2
Relative Value Partners Group
$6.43M +$6.46M +665,600 New
AAM
3
Advisors Asset Management
Colorado
$3.47M +$1.3M +133,975 +60%
GC
4
Guggenheim Capital
Illinois
$3.22M +$56.3K +5,802 +2%
Bank of America
5
Bank of America
North Carolina
$3.06M -$218K -22,415 -7%
Invesco
6
Invesco
Georgia
$2.53M +$250K +25,737 +11%
Morgan Stanley
7
Morgan Stanley
New York
$1.74M +$113K +11,688 +7%
CCFM
8
Clear Creek Financial Management
Washington
$1.2M +$83.4K +8,588 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$945K -$81.2K -8,360 -8%
SFS
10
Shaker Financial Services
Virginia
$935K -$98.6K -10,156 -9%
VEA
11
Virtus ETF Advisers
New York
$868K +$258K +26,580 +42%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$850K +$854K +87,965 New
RP
13
Riverbridge Partners
Minnesota
$782K +$29.5K +3,037 +4%
SIA
14
Sit Investment Associates
Minnesota
$707K -$202K -20,845 -22%
Osaic Holdings
15
Osaic Holdings
Arizona
$608K -$456K -46,995 -43%
UBS Group
16
UBS Group
Switzerland
$593K +$65.9K +6,787 +12%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$485K – – –
Wells Fargo
18
Wells Fargo
California
$440K -$55.2K -5,680 -11%
MWM
19
Melfa Wealth Management
Massachusetts
$303K – – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$252K +$33.2K +3,422 +15%
RIL
21
Rothschild Investment LLC
Illinois
$240K -$82K -8,440 -25%
FHA
22
Flagship Harbor Advisors
Massachusetts
$179K -$7.77K -800 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$167K -$56K -5,764 -25%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$158K +$1.99K +205 +1%
CIA
25
Capital Investment Advisors
Georgia
$148K -$15.9K -1,639 -10%
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