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Greenline Wealth Management’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Greenline Wealth Management’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
-348
Closed -$17.3K – 383
2025
Q4 		$17.3K Buy
+348
New +$17.3K 0.02% 287

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

Greenline Wealth Management's PFRL Position: Q1 2026 in Review

Greenline Wealth Management sold out of PGIM Floating Rate Income ETF (PFRL) in Q1 2026, closing a stake of 348 shares — an estimated $17.3K sold.

Greenline Wealth Management first reported a position in PFRL in Q4 2025 and held it in 1 quarter. The position peaked at $17.3K in Q4 2025. 27 funds tracked by Wall St. Rank hold PFRL as of Q1 2026.

  • Greenline Wealth Management reported no remaining PGIM Floating Rate Income ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 348 PGIM Floating Rate Income ETF shares in Q1 2026, an estimated $17.3K.
  • Greenline Wealth Management first reported a position in PGIM Floating Rate Income ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's PGIM Floating Rate Income ETF position peaked at $17.3K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.