FFS
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Founders Financial Securities’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-7,638
Closed -$379K – 571
2025
Q4 		$379K Sell
7,638
-5,585
-42% -$278K 0.02% 435
2025
Q3 		$663K Sell
13,223
-4,598
-26% -$231K 0.05% 307
2025
Q2 		$894K Sell
17,821
-2,248
-11% -$111K 0.07% 254
2025
Q1 		$985K Sell
20,069
-168,317
-89% -$8.47M 0.08% 222
2024
Q4 		$9.48M Buy
188,386
+45,857
+32% +$2.32M 0.85% 30
2024
Q3 		$7.22M Buy
142,529
+26,997
+23% +$1.36M 0.67% 37
2024
Q2 		$5.84M Buy
115,532
+48,508
+72% +$2.45M 0.55% 43
2024
Q1 		$3.42M Buy
67,024
+14,215
+27% +$720K 0.36% 64
2023
Q4 		$2.65M Buy
52,809
+25,388
+93% +$1.27M 0.29% 71
2023
Q3 		$1.38M Buy
27,421
+15,855
+137% +$800K 0.18% 106
2023
Q2 		$581K Buy
+11,566
New +$573K 0.08% 195

Other funds holding PFRL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
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
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
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Founders Financial Securities's PFRL Position: Q1 2026 in Review

Founders Financial Securities sold out of PGIM Floating Rate Income ETF (PFRL) in Q1 2026, closing a stake of 7,638 shares — an estimated $379K sold.

Founders Financial Securities first reported a position in PFRL in Q2 2023 and held it in 11 quarters. The position peaked at $9.48M in Q4 2024. 27 funds tracked by Wall St. Rank hold PFRL as of Q1 2026.

  • Founders Financial Securities reported no remaining PGIM Floating Rate Income ETF position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 7,638 PGIM Floating Rate Income ETF shares in Q1 2026, an estimated $379K.
  • Founders Financial Securities first reported a position in PGIM Floating Rate Income ETF in Q2 2023 and held it in 11 quarters.
  • Founders Financial Securities's PGIM Floating Rate Income ETF position peaked at $9.48M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.