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

AssuredPartners Investment 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
Q2 		– Sell
-62,573
Closed -$3.12M – 305
2025
Q1 		$3.12M Buy
+62,573
New +$3.15M 0.6% 42

Other funds holding PFRL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

AssuredPartners Investment Advisors's PFRL Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of PGIM Floating Rate Income ETF (PFRL) in Q2 2025, closing a stake of 62,573 shares — an estimated $3.12M sold.

AssuredPartners Investment Advisors first reported a position in PFRL in Q1 2025 and held it in 1 quarter. The position peaked at $3.12M in Q1 2025. 28 funds tracked by Wall St. Rank hold PFRL as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining PGIM Floating Rate Income ETF position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 62,573 PGIM Floating Rate Income ETF shares in Q2 2025, an estimated $3.12M.
  • AssuredPartners Investment Advisors first reported a position in PGIM Floating Rate Income ETF in Q1 2025 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's PGIM Floating Rate Income ETF position peaked at $3.12M in Q1 2025.
  • 28 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.