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AJ Advisors’s PGIM Floating Rate Income ETF PFRL Stock Holding History

AJ Advisors’s Portfolio PFRL Stock Details PFRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,023
Closed -$252K – 38
2025
Q3 		$252K Sell
5,023
-54
-1% -$2.71K 0.1% 31
2025
Q2 		$255K Sell
5,077
-482
-9% -$23.8K 0.11% 32
2025
Q1 		$278K Sell
5,559
-276
-5% -$13.9K 0.14% 30
2024
Q4 		$293K Buy
5,835
+17
+0.3% +$862 0.15% 29
2024
Q3 		$295K Sell
5,818
-262
-4% -$13.2K 0.15% 30
2024
Q2 		$307K Buy
6,080
+68
+1% +$3.44K 0.17% 29
2024
Q1 		$307K Sell
6,012
-6
-0.1% -$304 0.17% 36
2023
Q4 		$302K Sell
6,018
-91
-1% -$4.56K 0.19% 33
2023
Q3 		$308K Buy
6,109
+48
+0.8% +$2.42K 0.23% 25
2023
Q2 		$304K Buy
6,061
+2
+0% +$99 0.21% 27
2023
Q1 		$301K Sell
6,059
-118
-2% -$5.87K 0.22% 26
2022
Q4 		$301K Buy
+6,177
New +$303K 0.24% 26

Other funds holding PFRL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

AJ Advisors's PFRL Position: Q4 2025 in Review

AJ Advisors sold out of PGIM Floating Rate Income ETF (PFRL) in Q4 2025, closing a stake of 5,023 shares — an estimated $252K sold.

AJ Advisors first reported a position in PFRL in Q4 2022 and held it in 12 quarters. The position peaked at $308K in Q3 2023. 28 funds tracked by Wall St. Rank hold PFRL as of Q4 2025.

  • AJ Advisors reported no remaining PGIM Floating Rate Income ETF position as of Q4 2025 after selling out during the quarter.
  • AJ Advisors sold 5,023 PGIM Floating Rate Income ETF shares in Q4 2025, an estimated $252K.
  • AJ Advisors first reported a position in PGIM Floating Rate Income ETF in Q4 2022 and held it in 12 quarters.
  • AJ Advisors's PGIM Floating Rate Income ETF position peaked at $308K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q4 2025.

Based on AJ Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.