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

IFP 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
2024
Q2 		– Sell
-957
Closed -$48.8K – 3313
2024
Q1 		$48.8K Sell
957
-473
-33% -$23.9K ﹤0.01% 1606
2023
Q4 		$71.9K Buy
1,430
+113
+9% +$5.66K ﹤0.01% 1388
2023
Q3 		$66.4K Buy
+1,317
New +$66.4K ﹤0.01% 1440

Other funds holding PFRL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFP Advisors's PFRL Position: Q2 2024 in Review

IFP Advisors sold out of PGIM Floating Rate Income ETF (PFRL) in Q2 2024, closing a stake of 957 shares — an estimated $48.8K sold.

IFP Advisors first reported a position in PFRL in Q3 2023 and held it in 3 quarters. The position peaked at $71.9K in Q4 2023. 19 funds tracked by Wall St. Rank hold PFRL as of Q2 2024.

  • IFP Advisors reported no remaining PGIM Floating Rate Income ETF position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 957 PGIM Floating Rate Income ETF shares in Q2 2024, an estimated $48.8K.
  • IFP Advisors first reported a position in PGIM Floating Rate Income ETF in Q3 2023 and held it in 3 quarters.
  • IFP Advisors's PGIM Floating Rate Income ETF position peaked at $71.9K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.