JIM SAULNIER & ASSOCIATES, LLC PMFB β€” PGIM ROCK ETF TR

Ownership history in JIM SAULNIER & ASSOCIATES, LLC  Β·  1 quarter on record

AI Ownership Summary

JIM SAULNIER & ASSOCIATES, LLC reported PGIM ROCK ETF TR (PMFB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows PMFB at 0.26% 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 PMFB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JIM SAULNIER & ASSOCIATES, 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 Q1

PMFB was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 JIM SAULNIER & ASSOCIATES, LLC held PMFB β€” position size vs. price
% of Fund (quarterly)    PMFB 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 Q1 INITIATED β€” β€” β€” 20,207 β€” β€” 0.26% $536K 2026-04-22 $26.99

FAQ About JIM SAULNIER & ASSOCIATES, LLC and PMFB

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

How long has JIM SAULNIER & ASSOCIATES, LLC reported owning PMFB?

JIM SAULNIER & ASSOCIATES, LLC reported PMFB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PMFB position in JIM SAULNIER & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for PMFB was 0.26% in 2026 Q1.

What is the latest reported PMFB position on this page?

The most recent filing on this page is 2026 Q1, when JIM SAULNIER & ASSOCIATES, LLC reported 20,207 shares, equal to 0.26% of portfolio, with an estimated market value of $536K.

What does the chart on this PMFB ownership page compare?

The chart compares JIM SAULNIER & ASSOCIATES, LLC's quarterly PMFB 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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