MRCP — PGIM ROCK ETF TR

Ownership history in WealthPLAN Partners, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in PGIM ROCK ETF TR (MRCP). 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
0.05% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,160 +460 +4.7% 0.05% $317K $31.18
2025 Q2 INITIATED 9,700 — — 0.05% $289K $29.82
% of Fund (quarterly)    MRCP price (monthly, adj. close)

Other funds also holding MRCP

As of 2025 Q4 — sorted by position size

DHJJ Financial Advisors, Ltd. 3Y 0.05% WealthPlan Investment Management, LLC 3Y 0.04% PRUDENTIAL FINANCIAL INC 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0%
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