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Kestra Private Wealth Services’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Kestra Private Wealth Services’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 		$2.11M Sell
43,363
-35,391
-45% -$1.74M 0.03% 536
2025
Q4 		$3.91M Buy
78,754
+7,313
+10% +$364K 0.05% 362
2025
Q3 		$3.58M Buy
+71,441
New +$3.58M 0.05% 375

Other funds holding PFRL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $26.4B AUM 21.05% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Kestra Private Wealth Services's PFRL Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its PGIM Floating Rate Income ETF (PFRL) stake by 45% in Q1 2026, selling an estimated $1.74M and leaving 43,363 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #536.

Kestra Private Wealth Services first reported a position in PFRL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.91M in Q4 2025. 27 funds tracked by Wall St. Rank hold PFRL as of Q1 2026.

  • Kestra Private Wealth Services held 43,363 shares of PGIM Floating Rate Income ETF worth $2.11M as of Q1 2026.
  • Kestra Private Wealth Services sold 35,391 PGIM Floating Rate Income ETF shares in Q1 2026, an estimated $1.74M.
  • PGIM Floating Rate Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #536 holding.
  • Kestra Private Wealth Services first reported a position in PGIM Floating Rate Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's PGIM Floating Rate Income ETF position peaked at $3.91M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.