Strategic Financial Partners, Ltd. PAB — PGIM ETF TR

Ownership history in Strategic Financial Partners, Ltd.  ·  4 quarters on record

AI Ownership Summary

Strategic Financial Partners, Ltd. reported PGIM ETF TR (PAB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.33% in 2025 Q2. The latest visible filing shows PAB at 0.10% 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 PAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Financial Partners, Ltd.'s position in PGIM 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
2025 Q4

PAB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

PAB stock page Strategic Financial Partners, Ltd. fund profile Strategic Financial Partners, Ltd. full holdings
How Strategic Financial Partners, Ltd. held PAB — position size vs. price
% of Fund (quarterly)    PAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 90.8% +0.1% ❌ 5,358 -52,865 -90.8% 0.10% $229K 2026-02-11 $42.25
2025 Q3 REDUCED 50.7% +1.4% ❌ 58,223 -59,854 -50.7% 1.14% $2.5M 2025-11-06 $41.78
2025 Q2 ADDED — — — 118,077 +80,130 +211.2% 2.33% $5.0M 2025-08-06 $40.86
2025 Q1 INITIATED — — — 37,947 — — 0.85% $1.6M 2025-05-06 $39.94

🏢 Other funds also holding PAB

As of 2026 Q1 — sorted by position size

Coign Capital Advisors LLC 4.02% Larson Financial Group LLC 3Y 7Y 1.12% Advisory Resource Group 3Y 7Y 0.9% Intrua Financial, LLC 3Y 0.75% Evergreen Wealth Partners LLC 0.39% SAGESPRING WEALTH PARTNERS, LLC 0.16% CORA CAPITAL ADVISORS LLC 3Y 0.1% MPWM ADVISORY SOLUTIONS, LLC 0.04% PRUDENTIAL FINANCIAL INC 3Y 7Y 0.02% Steward Partners Investment Advisory, LLC 3Y 7Y 0.02%

FAQ About Strategic Financial Partners, Ltd. and PAB

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

How long has Strategic Financial Partners, Ltd. reported owning PAB?

Strategic Financial Partners, Ltd. reported PAB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PAB position in Strategic Financial Partners, Ltd.'s portfolio?

The largest reported portfolio weight for PAB was 2.33% in 2025 Q2.

What is the latest reported PAB position on this page?

The most recent filing on this page is 2025 Q4, when Strategic Financial Partners, Ltd. reported 5,358 shares, equal to 0.10% of portfolio, with an estimated market value of $229K.

What does the chart on this PAB ownership page compare?

The chart compares Strategic Financial Partners, Ltd.'s quarterly PAB 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.

How well did Strategic Financial Partners, Ltd. time their PAB position?

Based on 13F filing dates vs. subsequent PAB price moves, Strategic Financial Partners, Ltd. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PAB relative to SPY over the holding period was -19.4%.

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