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PBJL PGIM ROCK ETF TR

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S&P 500 BUFFER (fund)

13 managers (13 13F filers) reported a position in PBJL shares at 2025-06-30, 419,440 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
3
Added
2
Reduced
2
Sold out
2
Shares held by filers
419,440

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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC162,898$4.63M0.01%+41,69513F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC90,731$2.58M1.76%013F-HRTimeline
CENTAURUS FINANCIAL, INC.45,611$1.29M0.08%-4,67713F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.38,000$1.08M1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,781$846K<0.01%+16,50413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,825$393K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,215$347K<0.01%new13F-HRTimelineGroup
BCGM Wealth Management, LLC11,730$333K0.09%new13F-HRTimeline
LPL Financial LLC8,100$230K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,700$105K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,799$79K<0.01%-2,81713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG50$1.42K<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.