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Pioneer Floating Rate Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Pioneer Floating Rate Trust (PHD) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Pioneer Floating Rate Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pioneer Floating Rate Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $845k 85k 9.90
2024-06-30 $850k 88k 9.66

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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