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Atria Wealth Solutions’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-11,338
Closed -$577K – 2034
2024
Q4 		$577K Sell
11,338
-3,168
-22% -$161K 0.01% 1196
2024
Q3 		$735K Buy
14,506
+6,906
+91% +$348K 0.01% 1048
2024
Q2 		$384K Sell
7,600
-4,103
-35% -$208K ﹤0.01% 1362
2024
Q1 		$597K Buy
11,703
+1,225
+12% +$62K 0.01% 1180
2023
Q4 		$533K Buy
10,478
+2,168
+26% +$109K 0.01% 1174
2023
Q3 		$419K Buy
+8,310
New +$419K 0.01% 1221

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
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 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
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
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Atria Wealth Solutions's PFRL Position: Q1 2025 in Review

Atria Wealth Solutions sold out of PGIM Floating Rate Income ETF (PFRL) in Q1 2025, closing a stake of 11,338 shares — an estimated $577K sold.

Atria Wealth Solutions first reported a position in PFRL in Q3 2023 and held it in 6 quarters. The position peaked at $735K in Q3 2024. 26 funds tracked by Wall St. Rank hold PFRL as of Q1 2025.

  • Atria Wealth Solutions reported no remaining PGIM Floating Rate Income ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,338 PGIM Floating Rate Income ETF shares in Q1 2025, an estimated $577K.
  • Atria Wealth Solutions first reported a position in PGIM Floating Rate Income ETF in Q3 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's PGIM Floating Rate Income ETF position peaked at $735K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.