AMERICAN ASSET MANAGEMENT INC. PBJL PGIM ROCK ETF TR

Ownership history in AMERICAN ASSET MANAGEMENT INC.  ·  4 quarters on record

AI Ownership Summary

AMERICAN ASSET MANAGEMENT INC. reported PGIM ROCK ETF TR (PBJL) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.47% in 2025 Q3. The latest visible filing shows PBJL at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBJL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERICAN ASSET MANAGEMENT INC.'s position in PGIM ROCK ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBJL was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AMERICAN ASSET MANAGEMENT INC. held PBJL — position size vs. price
% of Fund (quarterly)    PBJL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 47,352 -5,935 -11.1% 1.22% $1.4M 2026-05-07 $30.93
2025 Q4 REDUCED 53,287 -2,565 -4.6% 1.35% $1.6M 2026-01-07 $30.02
2025 Q3 ADDED 55,852 +17,852 +47.0% 1.47% $1.6M 2025-11-05 $29.56
2025 Q2 INITIATED 38,000 1.00% $1.1M 2025-08-12 $28.94

FAQ About AMERICAN ASSET MANAGEMENT INC. and PBJL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERICAN ASSET MANAGEMENT INC. reported owning PBJL?

AMERICAN ASSET MANAGEMENT INC. reported PBJL across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PBJL position in AMERICAN ASSET MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for PBJL was 1.47% in 2025 Q3.

What is the latest reported PBJL position on this page?

The most recent filing on this page is 2026 Q1, when AMERICAN ASSET MANAGEMENT INC. reported 47,352 shares, equal to 1.22% of portfolio, with an estimated market value of $1.4M.

What does the chart on this PBJL ownership page compare?

The chart compares AMERICAN ASSET MANAGEMENT INC.'s quarterly PBJL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERICAN ASSET MANAGEMENT INC. time their PBJL position?

Based on 13F filing dates vs. subsequent PBJL price moves, AMERICAN ASSET MANAGEMENT INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PBJL relative to SPY over the holding period was -9.3%.

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