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Pgim Etf Tr shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Pgim Etf Tr (PTRB) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pgim Etf Tr held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Etf Tr by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 7.5k 42.04
2025-06-30 $314k 7.5k 41.83

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Pgim Etf Tr

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

View all funds holding Pgim Etf Tr