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Pgim Etf Tr shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Pgim Etf Tr (PTRB) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Pgim Etf Tr

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

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Quarterly reported holdings in Pgim Etf Tr by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 26k 42.20
2025-06-30 $1.0M 25k 41.72
2025-03-31 $787k 19k 41.08
2024-12-31 $848k 21k 40.96
2024-09-30 $780k 18k 42.86
2024-06-30 $731k 18k 41.24
2024-03-31 $736k 18k 41.60
2023-12-31 $399k 9.5k 41.95

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)

View all positions for Twin Peaks Wealth 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