Pgim S&P 500 Buffer 20-MarPBMRETF

13F holders, Q2 2024 (June 30)
5holders +3
3new positions
0sold out
$26.12avg. 13F price*

At the end of Q2 2024, 5 institutions reported holding Pgim S&P 500 Buffer 20-Mar (PBMR) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.2M), Prudential Financial Inc. ($1.2M) and Cetera Investment Advisers ($273K).

Company
Pgim S&P 500 Buffer 20-Mar
Filed as
PGIM ROCK ETF TR (Q2 2024)
CUSIP
69420N601
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 2Q1 2024Q2 2024: 5Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 10Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 11Q4 2025Q1 2026: 16Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$1.3M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 50,205 shares bought, net +50,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Commonwealth Equity Services, LLC 0.00% No change 45,753 $1.2M
Prudential Financial Inc. 0.00% New 44,062 $1.2M
Cetera Investment Advisers 0.00% No change 10,448 $273K
DHJJ Financial Advisors, Ltd. 0.07% New 6,095 $159K
UBS Group AG 0.00% New 48 $1K

"% of holder's portfolio" is PBMR's weight in each manager's 13F, not the share of Pgim S&P 500 Buffer 20-Mar the manager owns.