PIONEER FLOATING RATE TR's ticker is PHD and the CUSIP is 72369J102. A total of 51 filers reported holding PIONEER FLOATING RATE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92 | -42.1% | 10,158 | -44.5% | 0.00% | -100.0% |
| Q2 2023 | $159 | -10.7% | 18,319 | -10.4% | 0.00% | 0.0% |
| Q1 2023 | $178 | -73.6% | 20,437 | -73.5% | 0.00% | -66.7% |
| Q4 2022 | $675 | -99.9% | 76,987 | -37.2% | 0.00% | -40.0% |
| Q3 2022 | $1,056,000 | -62.4% | 122,551 | -61.3% | 0.01% | -61.5% |
| Q2 2022 | $2,812,000 | -28.4% | 317,003 | -15.4% | 0.01% | -23.5% |
| Q1 2022 | $3,925,000 | +195.6% | 374,879 | +227.9% | 0.02% | +240.0% |
| Q4 2021 | $1,328,000 | +111.5% | 114,342 | +109.3% | 0.01% | +66.7% |
| Q3 2021 | $628,000 | +235.8% | 54,623 | +247.9% | 0.00% | +200.0% |
| Q2 2021 | $187,000 | – | 15,699 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAKE STREET PRIVATE WEALTH, LLC | 526,750 | $4,751,285 | 0.86% |
| Matisse Capital | 121,814 | $1,097,544 | 0.78% |
| Wagner Wealth Management, LLC | 188,792 | $1,701,013 | 0.62% |
| Virtus ETF Advisers LLC | 67,774 | $610,644 | 0.37% |
| Shaker Financial Services, LLC | 85,433 | $769,752 | 0.36% |
| MELFA WEALTH MANAGEMENT, INC. | 31,308 | $282,083 | 0.31% |
| CLOUGH CAPITAL PARTNERS L P | 243,016 | $2,189,574 | 0.24% |
| Clear Creek Financial Management, LLC | 117,604 | $1,059,612 | 0.19% |
| Quarry LP | 85,200 | $767,652 | 0.18% |
| AEGON USA Investment Management, LLC | 13,528 | $121,887 | 0.09% |