Ownership history in Phoenix Wealth Advisors · 6 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 104,662 | +2,064 | +2.0% | 2.00% | $5.2M | $49.24 |
| 2025 Q3 | REDUCED | 102,598 | -3,579 | -3.4% | 1.96% | $5.1M | $48.69 |
| 2025 Q2 | REDUCED | 106,177 | -64,746 | -37.9% | 2.21% | $5.3M | $48.04 |
| 2025 Q1 | ADDED | 170,923 | +89,244 | +109.3% | 3.70% | $8.5M | $47.44 |
| 2024 Q4 | ADDED | 81,679 | +77,483 | +1846.6% | 1.76% | $4.0M | $46.91 |
| 2024 Q3 | INITIATED | 4,196 | — | — | 0.10% | $209K | $46.28 |
As of 2025 Q4 — sorted by position size