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Wealthcare Advisory Partners’s PGIM Floating Rate Income ETF PFRL Stock Holding History

Wealthcare Advisory Partners’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 		$742K Sell
15,001
-7,207
-32% -$356K 0.01% 591
2026
Q1 		$1.08M Sell
22,208
-3,993
-15% -$197K 0.02% 499
2025
Q4 		$1.3M Buy
+26,201
New +$1.3M 0.03% 446

Other funds holding PFRL

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wealthcare Advisory Partners's PFRL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its PGIM Floating Rate Income ETF (PFRL) stake by 32% in Q2 2026, selling an estimated $356K and leaving 15,001 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #591.

Wealthcare Advisory Partners first reported a position in PFRL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 10 funds tracked by Wall St. Rank hold PFRL as of Q2 2026.

  • Wealthcare Advisory Partners held 15,001 shares of PGIM Floating Rate Income ETF worth $742K as of Q2 2026.
  • Wealthcare Advisory Partners sold 7,207 PGIM Floating Rate Income ETF shares in Q2 2026, an estimated $356K.
  • PGIM Floating Rate Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #591 holding.
  • Wealthcare Advisory Partners first reported a position in PGIM Floating Rate Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealthcare Advisory Partners's PGIM Floating Rate Income ETF position peaked at $1.3M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held PGIM Floating Rate Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.