INDEPENDENT FINANCIAL GROUP, LLC PBJA β€” PGIM ROCK ETF TR

Ownership history in INDEPENDENT FINANCIAL GROUP, LLC  Β·  1 quarter on record

AI Ownership Summary

INDEPENDENT FINANCIAL GROUP, LLC reported PGIM ROCK ETF TR (PBJA) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows PBJA at 0.00% 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 PBJA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INDEPENDENT FINANCIAL GROUP, LLC'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 Q2

PBJA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 INDEPENDENT FINANCIAL GROUP, LLC held PBJA β€” position size vs. price
% of Fund (quarterly)    PBJA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 6,439 β€” β€” 0.00% $208K 2026-07-15 $32.47

🏒 Other funds also holding PBJA

As of 2026 Q2 β€” sorted by position size

Spire Wealth Management 3Y 0.08% First Heartland Consultants, Inc. 3Y 7Y 0.02%

FAQ About INDEPENDENT FINANCIAL GROUP, LLC and PBJA

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

How long has INDEPENDENT FINANCIAL GROUP, LLC reported owning PBJA?

INDEPENDENT FINANCIAL GROUP, LLC reported PBJA across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported PBJA position in INDEPENDENT FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for PBJA was 0.00% in 2026 Q2.

What is the latest reported PBJA position on this page?

The most recent filing on this page is 2026 Q2, when INDEPENDENT FINANCIAL GROUP, LLC reported 6,439 shares, equal to 0.00% of portfolio, with an estimated market value of $208K.

What does the chart on this PBJA ownership page compare?

The chart compares INDEPENDENT FINANCIAL GROUP, LLC's quarterly PBJA 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.

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