PHD — PIONEER FLOATING RATE FUND I

Ownership history in Kovack Advisors, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in PIONEER FLOATING RATE FUND I (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.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,000 — 0% 0.01% $100K —
2025 Q2 UNCHANGED 10,000 — 0% 0.01% $98K —
2025 Q1 UNCHANGED 10,000 — 0% 0.01% $95K —
2024 Q4 UNCHANGED 10,000 — 0% 0.01% $97K —
2024 Q3 INITIATED 10,000 — — 0.01% $99K —
% 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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