Beacon Pointe Advisors »

Pgim Etf Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Pgim Etf Tr (PTRB) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pgim Etf Tr held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pgim Etf Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 70k 42.20
2025-06-30 $4.8M 114k 41.83
2025-03-31 $4.8M 116k 41.74
2024-12-31 $3.1M 76k 40.96
2024-09-30 $1.3M 31k 42.86
2023-09-30 $281k 7.1k 39.74

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Pgim Etf Tr

Apollon Wealth Management
Envestnet Asset Management
Raymond James Financial
Howard Financial Services
Financial Advisory Service
Advisory Resource Group
Boyum Wealth Architects
Commonwealth Equity Services
Team Financial Group
First Heartland Consultants
Advisor Group Holdings
Jones Financial Companies, L.L
RFG - Bristol Wealth Advisors
Novem Group
Genesis Private Wealth

View all funds holding Pgim Etf Tr