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Pioneer Floating Rate Trust shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in Pioneer Floating Rate Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pioneer Floating Rate Trust by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0k 417 9.66
2024-03-31 $4.0k 417 9.68

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View all positions for Gen-Wealth Partners

Top funds holding Pioneer Floating Rate Trust

Lake Street Financial
Relative Value Partners
Advisors Asset Management
Guggenheim Capital, LLC Managers
Invesco
Bank of America Corporation
Morgan Stanley
Clear Creek Financial Management
Royal Bank of Canada
Shaker Financial Services
Pathstone Holdings
Advisor Group Holdings
Riverbrige Partners
Fiera Capital Corporation
Captrust Financial Advisors

View all funds holding Pioneer Floating Rate Trust