PSH — PGIM ETF TR

Ownership history in XML Financial, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in PGIM ETF TR (PSH). 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
0.03% (2025 Q1)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,554 -700 -11.2% 0.02% $280K $49.91
2025 Q3 ADDED 6,254 +675 +12.1% 0.03% $318K $49.37
2025 Q2 REDUCED 5,579 -1,600 -22.3% 0.02% $282K $48.32
2025 Q1 INITIATED 7,179 — — 0.03% $361K $47.16
% of Fund (quarterly)    PSH price (monthly, adj. close)

Other funds also holding PSH

As of 2025 Q4 — sorted by position size

Crumly & Associates Inc. 3Y 1.14% Lakeshore Financial Planning, Inc. 0.25% EverSource Wealth Advisors, LLC 3Y 0.22% Prosperity Financial Group, Inc. 0.12% MGO ONE SEVEN LLC 3Y 7Y 0.1% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.02% Equitable Holdings, Inc. 3Y 0.02% HighTower Advisors, LLC 3Y 7Y 0.01% Trilogy Capital Inc. 3Y 7Y 0.01% HAZLETT, BURT & WATSON, INC. 3Y 0.01%
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