PTRB PGIM ETF TR

Ownership history in Integrity Wealth Solutions LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in PGIM ETF TR (PTRB). 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
3.47% (2025 Q1)
Avg. % of fund
3.02%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 199,900 +17,244 +9.4% 3.32% $8.4M $41.74
2025 Q3 ADDED 182,656 +24,917 +15.8% 3.44% $7.7M $41.22
2025 Q2 ADDED 157,739 +4,302 +2.8% 3.22% $6.6M $40.38
2025 Q1 ADDED 153,437 +9,343 +6.5% 3.47% $6.4M $39.81
2024 Q4 ADDED 144,094 +17,990 +14.3% 3.32% $5.9M $38.78
2024 Q3 ADDED 126,104 +30,958 +32.5% 3.15% $5.4M $39.89
2024 Q2 ADDED 95,146 +2,499 +2.7% 2.55% $3.9M $37.91
2024 Q1 ADDED 92,647 +16,309 +21.4% 2.52% $3.9M $37.77
2023 Q4 INITIATED 76,338 2.22% $3.2M
% of Fund (quarterly)    PTRB price (monthly, adj. close)
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