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Atria Wealth Solutions’s PGIM Jennison Focused Growth ETF PJFG Stock Holding History

Atria Wealth Solutions’s Portfolio PJFG Stock Details PJFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,718
Closed -$316K – 1792
2025
Q1 		$316K Sell
3,718
-122
-3% -$11.5K ﹤0.01% 1441
2024
Q4 		$365K Buy
3,840
+9
+0.2% +$847 ﹤0.01% 1427
2024
Q3 		$345K Buy
3,831
+410
+12% +$35.8K ﹤0.01% 1436
2024
Q2 		$304K Buy
+3,421
New +$285K ﹤0.01% 1497

Other funds holding PJFG

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Atria Wealth Solutions's PJFG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of PGIM Jennison Focused Growth ETF (PJFG) in Q2 2025, closing a stake of 3,718 shares — an estimated $316K sold.

Atria Wealth Solutions first reported a position in PJFG in Q2 2024 and held it in 4 quarters. The position peaked at $365K in Q4 2024. 12 funds tracked by Wall St. Rank hold PJFG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining PGIM Jennison Focused Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,718 PGIM Jennison Focused Growth ETF shares in Q2 2025, an estimated $316K.
  • Atria Wealth Solutions first reported a position in PGIM Jennison Focused Growth ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's PGIM Jennison Focused Growth ETF position peaked at $365K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held PGIM Jennison Focused Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.