Ameritas Advisory Services’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Ameritas Advisory Services’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	-7,859	Closed	-$394K	–	1783
2025 Q3	$394K	Hold	7,859	–	–	0.03%	457
2025 Q2	$394K	Sell	7,859 -6,500	-45%	-$321K	0.02%	562
2025 Q1	$722K	Hold	14,359	–	–	0.03%	480
2024 Q4	$722K	Hold	14,359	–	–	0.02%	494
2024 Q3	$728K	Sell	14,359 -2,000	-12%	-$101K	0.03%	452
2024 Q2	$827K	Buy	16,359 +2,000	+14%	+$101K	0.03%	454
2024 Q1	$724K	Buy	14,359 +6,000	+72%	+$304K	0.03%	461
2023 Q4	$422K	Sell	8,359 -6,000	-42%	-$301K	0.02%	467
2023 Q3	$718K	Buy	+14,359	New	+$724K	0.04%	416

Other funds holding PFRL

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $9.1B AUM 32.09% 1-Year Est. Return

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Ameritas Advisory Services's PFRL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of PGIM Floating Rate Income ETF (PFRL) in Q4 2025, closing a stake of 7,859 shares — an estimated $394K sold.

Ameritas Advisory Services first reported a position in PFRL in Q3 2023 and held it in 9 quarters. The position peaked at $827K in Q2 2024. 27 funds tracked by Wall St. Rank hold PFRL as of Q4 2025.

Ameritas Advisory Services reported no remaining PGIM Floating Rate Income ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 7,859 PGIM Floating Rate Income ETF shares in Q4 2025, an estimated $394K.
Ameritas Advisory Services first reported a position in PGIM Floating Rate Income ETF in Q3 2023 and held it in 9 quarters.
Ameritas Advisory Services's PGIM Floating Rate Income ETF position peaked at $827K in Q2 2024.
27 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.