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

Clearstead 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
2026 Q2	$220K	Buy	+4,442	New	+$219K	﹤0.01%	1035

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 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

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Clearstead Advisors's PFRL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in PGIM Floating Rate Income ETF (PFRL) in Q2 2026: 4,442 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

31 funds tracked by Wall St. Rank hold PFRL as of Q2 2026.

Clearstead Advisors held 4,442 shares of PGIM Floating Rate Income ETF worth $220K as of Q2 2026.
PGIM Floating Rate Income ETF was a new Clearstead Advisors position in Q2 2026.
PGIM Floating Rate Income ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1035 holding.
31 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.