Pgim S&P 500 Buffer 12-JulJULPETF
13F holders, Q1 2025 (March 31)7holders +1
2new positions
1sold out
$26.46avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Pgim S&P 500 Buffer 12-Jul (JULP) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Prudential Financial Inc. ($3.0M), Concurrent Investment Advisors, LLC ($3.0M) and Cetera Investment Advisers ($596K).
- Company
- Pgim S&P 500 Buffer 12-Jul
- Filed as
- PGIM ROCK ETF TR (Q1 2025)
- CUSIP
- 69420N841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $713K |
| Exits | 1 | $410K |
All 13F filers, Q4 2024 → Q1 2025: 67,931 shares bought and 25,600 shares sold, net +42,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Prudential Financial Inc. | 0.00% | Add +45.8% | 114,512 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -8.6% | 112,499 | $3.0M |
| Cetera Investment Advisers | 0.00% | No change | 22,535 | $596K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,575 | $386K |
| Old Mission Capital LLC | 0.01% | New | 12,348 | $327K |
| Royal Bank of Canada | 0.00% | Add +143.8% | 8,505 | $225K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 7,473 | $198K |
"% 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.