PHD — PIONEER FLOATING RATE TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in PIONEER FLOATING RATE TR (PHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,604 -2,158 -13.7% 0.00% $136K —
2025 Q2 ADDED 15,762 +6 +0.0% 0.00% $155K —
2025 Q1 ADDED 15,756 +5 +0.0% 0.00% $149K —
2024 Q4 REDUCED 15,751 -620 -3.8% 0.00% $152K —
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% of Fund (quarterly)

Other funds also holding PHD

As of 2025 Q3 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 1.78% Almitas Capital LLC 3Y 7Y 1.62% Quarry LP 3Y 1.16% ADAPT WEALTH ADVISORS, LLC 0.32% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.3% Logan Stone Capital, LLC 3Y 0.24% Clear Creek Financial Management, LLC 3Y 0.17% Ethos Financial Group, LLC 3Y 0.16% Yakira Capital Management, Inc. 3Y 7Y 0.12% MELFA WEALTH MANAGEMENT, INC. 3Y 0.11%
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