LPL Financial’s PGIM Floating Rate Income ETF PFRL Stock Holding History

LPL Financial’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 Q3	$6.98M	Buy	+141,010	New	+$7.01M	﹤0.01%	2523

Other funds holding PFRL

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial's PFRL Position: Q3 2026 in Review

LPL Financial opened a new position in PGIM Floating Rate Income ETF (PFRL) in Q3 2026: 141,010 shares worth $6.98M. The stake represents ﹤0.01% of the portfolio and ranks #2523 among its holdings.

17 funds tracked by Wall St. Rank hold PFRL as of Q3 2026.

LPL Financial held 141,010 shares of PGIM Floating Rate Income ETF worth $6.98M as of Q3 2026.
PGIM Floating Rate Income ETF was a new LPL Financial position in Q3 2026.
PGIM Floating Rate Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2523 holding.
17 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.