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PBJL PGIM ROCK ETF TR

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S&P 500 BUFFER (fund)

15 managers (15 13F filers) reported a position in PBJL shares at 2025-09-30, 691,775 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
5
Added
8
Reduced
1
Sold out
2
Shares held by filers
691,775

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC181,777$5.34M0.01%+18,87913F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC127,411$3.75M2.09%+36,68013F-HRTimeline
Compass Advisory Group LLC111,200$3.27M0.92%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.70,210$2.06M0.1%+24,59913F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.55,852$1.64M1.47%+17,85213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,920$1.47M<0.01%+20,13913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,857$1.2M0.04%new13F-HRTimelineGroup
BCGM Wealth Management, LLC11,730$345K0.09%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,560$281K<0.01%+6,76113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,375$246K<0.01%-5,45013F-HRTimelineGroup
Long Island Wealth Management, Inc.7,113$209K0.1%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6,495$191K0.06%+2,79513F-HRTimeline
UBS Group AGin group UBS Group AG6,052$178K<0.01%+6,00213F-HRTimelineGroup
Advisory Services Network, LLC4,509$133K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…714$21K<0.01%new13F-HRTimelineGroup