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Pioneer Floating Rate Trust shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners investment in Pioneer Floating Rate Trust

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All positions including Pioneer Floating Rate Trust held by Kovitz Investment Group 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 360k 9.96
2025-06-30 $1.4M 144k 9.82

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

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