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Pioneer Floating Rate Trust shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Pioneer Floating Rate Trust (PHD) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Pioneer Floating Rate Trust

Tip: Access up to 7 years of quarterly data

All positions including Pioneer Floating Rate Trust held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pioneer Floating Rate Trust by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $303k 31k 9.68
2023-12-31 $287k 31k 9.17
2023-09-30 $282k 31k 9.01
2023-06-30 $274k 32k 8.68
2023-03-31 $286k 33k 8.70
2022-12-31 $288k 33k 8.77

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View all positions for Melfa Wealth Management

Top funds holding Pioneer Floating Rate Trust

Lake Street Financial
Bank of America Corporation
Clough Capital Partners
Guggenheim Capital, LLC Managers
Advisors Asset Management
CNH Partners
Clear Creek Financial Management
Royal Bank of Canada
Shaker Financial Services
Wells Fargo & Company
Quarry
Deschutes Portfolio Strategy
Riverbrige Partners
Advisor Group Holdings
Captrust Financial Advisors

View all funds holding Pioneer Floating Rate Trust