PULS — PGIM ETF TR

Ownership history in Embree Financial Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which Embree Financial Group reported a position in PGIM ETF TR (PULS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.69% (2025 Q4)
Avg. % of fund
1.44%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 442,084 +203,209 +85.1% 2.69% $21.9M $49.24
2025 Q3 ADDED 238,875 +61,789 +34.9% 1.60% $11.9M $48.69
2025 Q2 ADDED 177,086 +899 +0.5% 1.33% $8.8M $48.04
2025 Q1 ADDED 176,187 +31,040 +21.4% 1.47% $8.8M $47.44
2024 Q4 ADDED 145,147 +105,647 +267.5% 1.23% $7.2M $46.91
2024 Q3 INITIATED 39,500 — — 0.35% $2.0M $46.28
% of Fund (quarterly)    PULS price (monthly, adj. close)

Other funds also holding PULS

As of 2025 Q4 — sorted by position size

Blue Water Asset Management 14.72% Lakeshore Financial Planning, Inc. 13.42% Main Street Group, LTD 11.65% Crane Advisory, LLC 3Y 11.51% Pine Harbor Wealth Management, LLC 9.47% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.33% Vickerman Investment Advisors, Inc. 3Y 7.91% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 7.14% Live Oak Investment Partners 3Y 7.03% AMJ Financial Wealth Management 3Y 6.03%
← Back to Embree Financial Group Holdings