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Pioneer Floating Rate Trust shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Pioneer Floating Rate Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pioneer Floating Rate Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 5.0k 9.96
2025-06-30 $49k 5.0k 9.82
2025-03-31 $47k 5.0k 9.47
2024-12-31 $48k 5.0k 9.68

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View all positions for MAI Wealth Advisors

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