Skip to content

PBDE PGIM ROCK ETF TR

Follow

S&P 500 BUFFER (fund)

15 managers (17 13F filers) reported a position in PBDE shares at 2025-06-30, 823,514 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
17
New
3
Added
4
Reduced
3
Sold out
0
Shares held by filers
823,514

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC454,392$12.5M<0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC163,528$4.48M0.01%+41,87413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding88,177$2.42M+850Timeline
JIM SAULNIER & ASSOCIATES, LLC22,144$607K0.41%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,031$604K<0.01%+31013F-HRTimeline
Cetera Investment Advisers19,124$524K<0.01%-74913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,761$514K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC10,037$275K0.2%013F-HRTimeline
BlueStem Wealth Partners, LLC9,395$258K0.03%013F-HRTimeline
Leading Edge Financial Planning LLC8,203$225K0.06%-5413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,224$143K<0.01%+35313F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.1,670$45.8K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$13.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG328$8.99K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.