PIONEER FLOATING RATE TR.

The Pioneer Floating Rate Fund has outperformed bond indices recently due to its investment in floating-rate securities, benefiting from the Federal Reserve's monetary tightening from 2022 to mid-2024. Falling interest rates will pressure the fund's income and distribution, as floating-rate securities' coupons decline without delivering capital gains. Despite its attractive 11.20% yield, the fund's income will likely decline, forcing a distribution cut as the Federal Reserve continues reducing rates.» Mehr auf seekingalpha.com

The Pioneer Floating Rate Fund offers a high level of income with an 11.54% yield, comparable to its peers. The fund lacks inflation protection, which may be a concern for investors looking to preserve the purchasing power of their assets. The fund has outperformed investment-grade and junk bonds since early January, providing a total return of 9.33% for investors.» Mehr auf seekingalpha.com

Janney Montgomery Scott LLC lessened its position in Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) by 40.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 167,043 shares of the company’s stock after selling 112,959 shares during the quarter. Janney Montgomery Scott LLC owned approximately 0.21% of Invesco S&P 500 High Dividend Low Volatility ETF worth $7,084,000 at the end of the most recent reporting period. Other hedge funds have also recently bought and sold shares of the company. Cookson Peirce & Co. Inc. increased its position in shares of Invesco S&P 500 High Dividend Low Volatility ETF by 4.4% during the fourth quarter. Cookson Peirce & Co. Inc. now owns 69,609 shares of the company’s stock worth $2,952,000 after acquiring an additional 2,930 shares during the period. Global Retirement Partners LLC boosted its stake in shares of Invesco S&P 500 High Dividend Low Volatility ETF by 6.3% in the 4th quarter. Global Retirement Partners LLC now owns 21,271 shares of the company’s stock valued at $901,000 after buying an additional 1,262 shares during the period. Atria Wealth Solutions Inc. grew its position in shares of Invesco S&P 500 High Dividend Low Volatility ETF by 2.2% during the fourth quarter. Atria Wealth Solutions Inc. now owns 357,981 shares of the company’s stock worth $15,182,000 after buying an additional 7,876 shares in the last quarter. Modera Wealth Management LLC purchased a new stake in shares of Invesco S&P 500 High Dividend Low Volatility ETF during the third quarter worth approximately $127,000. Finally, Silver Oak Securities Incorporated raised its holdings in Invesco S&P 500 High Dividend Low Volatility ETF by 869.0% in the fourth quarter. Silver Oak Securities Incorporated now owns 28,953 shares of the company’s stock valued at $1,228,000 after acquiring an additional 25,965 shares in the last quarter. Invesco S&P 500 High Dividend Low Volatility ETF Stock Performance NYSEARCA:SPHD opened at $45.43 on Monday. Invesco S&P 500 High Dividend Low Volatility ETF has a 1 year low of $37.19 and a 1 year high of $45.44. The stock has a market cap of $3.03 billion, a P/E ratio of 17.13 and a beta of 0.64. The stock has a 50-day simple moving average of $43.76 and a 200-day simple moving average of $42.28. Invesco S&P 500 High Dividend Low Volatility ETF Profile (Free Report) The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks a dividend-yield-weighted index comprising the least volatile, highest dividend-yielding S&P 500 stocks. SPHD was launched on Oct 18, 2012 and is managed by Invesco.» Mehr auf defenseworld.net