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

Summit 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
Q1 		$434K Buy
8,857
+1,572
+22% +$77.5K 0.01% 1043
2025
Q4 		$365K Buy
+7,285
New +$363K 0.01% 1006

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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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

Summit Financial's PFRL Position: Q1 2026 in Review

Summit Financial increased its PGIM Floating Rate Income ETF (PFRL) stake by 22% in Q1 2026, buying an estimated $77.5K and bringing the position to 8,857 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1043.

Summit Financial first reported a position in PFRL in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold PFRL as of Q1 2026.

  • Summit Financial held 8,857 shares of PGIM Floating Rate Income ETF worth $434K as of Q1 2026.
  • Summit Financial bought 1,572 PGIM Floating Rate Income ETF shares in Q1 2026, an estimated $77.5K.
  • PGIM Floating Rate Income ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1043 holding.
  • Summit Financial first reported a position in PGIM Floating Rate Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.