Pgim S&P 500 Buffer 12-JulJULPETF

13F holders, Q4 2024 (December 31)
6holders +1
1new positions
0sold out
$27.11avg. 13F price*

At the end of Q4 2024, 6 institutions reported holding Pgim S&P 500 Buffer 12-Jul (JULP) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Concurrent Investment Advisors, LLC ($3.3M), Prudential Financial Inc. ($2.1M) and Cetera Investment Advisers ($611K).

Company
Pgim S&P 500 Buffer 12-Jul
Filed as
PGIM ROCK ETF TR (Q4 2024)
CUSIP
69420N841
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2024: 1Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 8Q2 2025Q3 2025: 9Q3 2025Q4 2025: 10Q4 2025Q1 2026: 11Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$95K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 22,342 shares bought and 20,033 shares sold, net +2,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Concurrent Investment Advisors, LLC 0.09% Add +0.7% 123,033 $3.3M
Prudential Financial Inc. 0.00% Add +29.7% 78,520 $2.1M
Cetera Investment Advisers 0.00% No change 22,535 $611K
Wolverine Trading, LLC 0.01% Reduce -57.1% 15,066 $410K
DHJJ Financial Advisors, Ltd. 0.08% No change 7,473 $203K
Royal Bank of Canada 0.00% New 3,489 $95K

"% of holder's portfolio" is JULP's weight in each manager's 13F, not the share of Pgim S&P 500 Buffer 12-Jul the manager owns.