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Triumph Capital Management’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Triumph Capital Management’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 		$7.42K Hold
150
– – ﹤0.01% 1237
2026
Q1 		$7.31K Hold
150
– – ﹤0.01% 1201
2025
Q4 		$7.45K Buy
+150
New +$7.46K ﹤0.01% 1160

Other funds holding PFRL

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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

Triumph Capital Management's PFRL Position: Q2 2026 in Review

Triumph Capital Management held its PGIM Floating Rate Income ETF (PFRL) position steady in Q2 2026 at 150 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Triumph Capital Management first reported a position in PFRL in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.45K in Q4 2025. 31 funds tracked by Wall St. Rank hold PFRL as of Q2 2026.

  • Triumph Capital Management held 150 shares of PGIM Floating Rate Income ETF worth $7.42K as of Q2 2026.
  • Triumph Capital Management left its PGIM Floating Rate Income ETF share count unchanged in Q2 2026.
  • PGIM Floating Rate Income ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1237 holding.
  • Triumph Capital Management first reported a position in PGIM Floating Rate Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's PGIM Floating Rate Income ETF position peaked at $7.45K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.