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Ab Active Etfs shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ab Active Etfs (SDFI) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ab Active Etfs

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All positions including Ab Active Etfs held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 8.4k 35.80

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Ab Active Etfs

Alliancebernstein
LPL Financial
Beto Financial Group
Jane Street
Citadel Advisors
Envestnet Asset Management
Advisor Group Holdings
Pensionmark Financial Group
Merit Financial Group
Wagner Wealth Management
Global Retirement Partners
UBS Group
FMR

View all funds holding Ab Active Etfs