PIONEER FLOATING RATE TR's ticker is PHD and the CUSIP is 72369J102. A total of 53 filers reported holding PIONEER FLOATING RATE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $124,052 | +1.8% | 13,528 | 0.0% | 0.09% | +1.1% |
| Q3 2023 | $121,887 | +3.8% | 13,528 | 0.0% | 0.09% | +31.3% |
| Q2 2023 | $117,423 | -50.1% | 13,528 | -50.0% | 0.07% | 0.0% |
| Q1 2023 | $235,388 | -0.8% | 27,056 | 0.0% | 0.07% | -5.6% |
| Q4 2022 | $237,282 | +102.8% | 27,056 | +100.0% | 0.07% | +4.4% |
| Q3 2022 | $117,000 | -2.5% | 13,528 | 0.0% | 0.07% | +4.6% |
| Q2 2022 | $120,000 | – | 13,528 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAKE STREET PRIVATE WEALTH, LLC | 508,050 | $4,409,874 | 0.78% |
| Matisse Capital | 121,814 | $1,057,346 | 0.66% |
| Wagner Wealth Management, LLC | 188,682 | $1,637,760 | 0.62% |
| Shaker Financial Services, LLC | 86,286 | $748,963 | 0.33% |
| MELFA WEALTH MANAGEMENT, INC. | 31,558 | $273,926 | 0.28% |
| Logan Stone Capital, LLC | 87,659 | $760,880 | 0.26% |
| Virtus ETF Advisers LLC | 36,927 | $320,526 | 0.19% |
| Clear Creek Financial Management, LLC | 119,370 | $1,036,132 | 0.18% |
| CLOUGH CAPITAL PARTNERS L P | 194,716 | $1,690,135 | 0.17% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 27,277 | $236,764 | 0.10% |