Pgim S&P 500 Buffer 20-MarPBMRETF
13F holders, Q4 2024 (December 31)7holders
1new positions
1sold out
$27.50avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Pgim S&P 500 Buffer 20-Mar (PBMR) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Prudential Financial Inc. ($2.8M), Commonwealth Equity Services, LLC ($1.2M) and Jim Saulnier & Associates, LLC ($332K).
- Company
- Pgim S&P 500 Buffer 20-Mar
- Filed as
- PGIM ROCK ETF TR (Q4 2024)
- CUSIP
- 69420N601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $145K |
| Exits | 1 | $303K |
All 13F filers, Q3 2024 → Q4 2024: 54,935 shares bought and 11,666 shares sold, net +43,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Prudential Financial Inc. | 0.00% | Add +98.4% | 100,132 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 45,081 | $1.2M |
| Jim Saulnier & Associates, LLC | 0.29% | No change | 12,071 | $332K |
| Cetera Investment Advisers | 0.00% | No change | 8,776 | $241K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 6,095 | $168K |
| Royal Bank of Canada | 0.00% | New | 5,273 | $145K |
| UBS Group AG | 0.00% | No change | 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.