H D Vest Advisory Services »

Pioneer Floating Rate Trust shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Pioneer Floating Rate Trust (PHD) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Pioneer Floating Rate Trust

Tip: Access up to 7 years of quarterly data

All positions including Pioneer Floating Rate Trust held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pioneer Floating Rate Trust by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $117k 12k 9.82
2025-03-31 $121k 13k 9.47
2024-12-31 $115k 12k 9.68
2024-09-30 $120k 12k 9.90
2024-06-30 $120k 13k 9.66
2024-03-31 $101k 10k 9.68
2020-09-30 $102k 10k 9.97

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Pioneer Floating Rate Trust

Absolute Investment Advisers
Almitas Capital
Quarry
Kovitz Investment Group Partners
Saba Capital Management
Advisors Asset Management
Invesco
Lake Street Financial
Ethos Financial Group
Clear Creek Financial Management
CSS
Guggenheim Capital, LLC Managers
Morgan Stanley
ICON Advisers
Royal Bank of Canada

View all funds holding Pioneer Floating Rate Trust