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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
Q2 		$506K Buy
10,177
+1,320
+15% +$65.2K 0.01% 1089
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 $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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Summit Financial's PFRL Position: Q2 2026 in Review

Summit Financial increased its PGIM Floating Rate Income ETF (PFRL) stake by 15% in Q2 2026, buying an estimated $65.2K and bringing the position to 10,177 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #1089.

Summit Financial first reported a position in PFRL in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold PFRL as of Q2 2026.

  • Summit Financial held 10,177 shares of PGIM Floating Rate Income ETF worth $506K as of Q2 2026.
  • Summit Financial bought 1,320 PGIM Floating Rate Income ETF shares in Q2 2026, an estimated $65.2K.
  • PGIM Floating Rate Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1089 holding.
  • Summit Financial first reported a position in PGIM Floating Rate Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.