PROTECTIVE LIFE CORP

SEC CIK
0000355429

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
43
−112 vs. Q1 2026
Total value
$14M
−$16.09M (−53.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

PROTECTIVE LIFE CORP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
JPCNUVEEN PFD & INCOME OPPORTUNCOM440,000$3.47M24.77%00.0%UnchangedView
J P MORGAN EXCHANGE TRADED F46654Q773JPMORGAM LTD DUR17,813$929.66K6.64%−10,615−37.3%Reduced–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD10,281$812.51K5.80%−15,344−59.9%Reduced–
VANGUARD SHORT-TERM BOND ETF921937827ETF9,343$727.91K5.20%−12,710−57.6%Reduced–
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF7,326$643.81K4.60%−320−4.2%Reduced–
ISHARES TR464288646ISHS 1-5YR INVS11,991$628.45K4.49%−8,842−42.4%Reduced–
INVESCO NASDAQ 100 ETF46138G649ETF2,047$620.18K4.43%+126+6.6%Added–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF20,713$573.75K4.10%−15,110−42.2%Reduced–
SPDR SERIES TRUST78468R101ST SHO TREAS ETF17,096$495.96K3.54%−6,410−27.3%Reduced–
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF3,801$452.28K3.23%−4,915−56.4%Reduced–
ISHARES S&P 500 VALUE ETF464287408ETF1,902$431.87K3.09%−522−21.5%Reduced–
ISHARES TR464288588MBS ETF3,415$322.79K2.31%00.0%Unchanged–
VICTORY PORTFOLIOS II92647X764VICT FR GROW ETF9,282$318.22K2.27%−6,803−42.3%Reduced–
VICTORY PORTFOLIOS II92647X830SHS FR CA FL ETF6,697$306.39K2.19%−5,035−42.9%Reduced–
VANGUARD TOTAL BOND MARKET ETF921937835ETF3,966$291.14K2.08%00.0%Unchanged–
FIRST TR EXCH TRADED FD III33739P855INSTL PFD SECS14,033$270.7K1.93%−15,664−52.7%Reduced–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF2,581$255.47K1.83%00.0%Unchanged–
VANGUARD S&P 500 ETF922908363ETF354$243.13K1.74%00.0%Unchanged–
INVESCO QQQ TRUST SERIES I46090E103ETF244$179.68K1.28%−1,242−83.6%Reduced–
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF2,070$171.09K1.22%−20,594−90.9%Reduced–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF745$163.48K1.17%−299−28.6%Reduced–
CAPITAL GRP FIXED INCM ETF T14020Y706INTERNATIONAL BD6,339$161.84K1.16%00.0%Unchanged–
ISHARES TR464288877EAFE VALUE ETF2,107$161.29K1.15%−1,523−42.0%Reduced–
ISHARES INC46434G764MSCI EMRG CHN1,559$159.49K1.14%−1,453−48.2%Reduced–
ISHARES TR46429B291A RATE CP BD ETF3,301$156.86K1.12%00.0%Unchanged–
ISHARES RUSSELL MIDCAP ETF464287499ETF1,340$147.83K1.06%−2,935−68.7%Reduced–
ISHARES FLEXIBLE INCOME ACTIVE ETF092528603ETF2,435$127.45K0.91%00.0%Unchanged–
J P MORGAN EXCHANGE TRADED F46654Q732U S TEC LEA ETF1,054$117.58K0.84%−627−37.3%Reduced–
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF1,993$106.85K0.76%−1,091−35.4%Reduced–
INVESCO EXCHANGE TRADED FD T46137V100AEROSPACE DEFN455$80.38K0.57%−391−46.2%Reduced–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF258$78.21K0.56%−234−47.6%Reduced–
DIMENSIONAL ETF TRUST25434V773INTL SMALL CAP E1,902$66.63K0.48%−1,493−44.0%Reduced–
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847ETF982$66.34K0.47%−122−11.1%Reduced–
2023 ETF SERIES TRUST900934506PACIFIC NOS GLOB1,452$63.22K0.45%−1,077−42.6%Reduced–
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF950$46.01K0.33%00.0%Unchanged–
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF794$37.27K0.27%00.0%Unchanged–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF569$33.96K0.24%−90−13.7%Reduced–
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853ETF523$30.16K0.22%−50−8.7%Reduced–
WISDOMTREE TR97717W422INDIA ERNGS FD674$28.83K0.21%−401−37.3%Reduced–
HONHONEYWELL INTL INC COMStock68$15.23K0.11%+68NewView
GOLDMAN SACHS ETF TR38149W812FUTURE TECH LEAD44$2.77K0.02%00.0%Unchanged–
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF808524748ETF42$2.04K0.01%00.0%Unchanged–
VANGUARD FINANCIALS ETF92204A405ETF9$1.18K0.01%00.0%Unchanged–

Sold out since Q1 2026 (113)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 113 by value.

PROTECTIVE LIFE CORP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ISHARES TIPS BOND ETF464287176ETF20,258$2.24M7.43%
VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771ETF36,637$1.72M5.72%
ISHARES U.S. TREASURY BOND ETF46429B267ETF15,891$364.06K1.21%
AAPLAPPLE INC COMStock1,195$303.28K1.01%
ISHARES CORE S&P 500 ETF464287200ETF448$292.93K0.97%
SPYSTATE STREET SPDR S&P 500 ETFETF277$180.14K0.60%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF4,976$168.48K0.56%
MSFTMICROSOFT CORP COMStock349$129.19K0.43%
DIASTATE STR SPDR DOW JONES INDUT SER 1277$128.3K0.43%
WMTWALMART INC COMStock1,002$124.53K0.41%
JPMJPMORGAN CHASE & CO COMStock418$122.96K0.41%
JNJJOHNSON & JOHNSON COMStock503$122.95K0.41%
VANGUARD S&P 500 GROWTH ETF921932505ETF234$95.4K0.32%
CATCATERPILLAR INC COMStock125$88.56K0.29%
PMPHILIP MORRIS INTL INC COMStock475$78.54K0.26%
VANGUARD MORNINGSTAR VALUE ETF922908744ETF326$63.96K0.21%
XOMEXXON MOBIL CORPCOM339$57.52K0.19%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock119$57.03K0.19%
PSXPHILLIPS 66 COMStock312$56.84K0.19%
PEPPEPSICO INC COMStock358$55.59K0.18%
KOCOCA COLA CO COMStock717$54.53K0.18%
VZVERIZON COMMUNICATIONS INC COMStock1,084$54.42K0.18%
CSCOCISCO SYS INC COMStock670$51.99K0.17%
CVXCHEVRON CORPORATION COMStock243$50.28K0.17%
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS122$47.8K0.16%
MCDMCDONALDS CORP COMStock151$46.93K0.16%
CLCOLGATE PALMOLIVE CO COMStock548$46.71K0.16%
WMWASTE MGMT INC DEL COMStock200$45.96K0.15%
PGPROCTER & GAMBLE CO COMStock314$45.35K0.15%
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF862$43.63K0.15%
BLKBLACKROCK INC COMStock45$43.28K0.14%
RTXRTX CORPORATION COMStock214$41.28K0.14%
GOOGLALPHABET INC CAP STK CL AStock142$40.83K0.14%
TJXTJX COS INC NEW COMStock249$39.77K0.13%
MOALTRIA GROUP INC COMStock600$39.59K0.13%
ISHARES TR46432F388MSCI USA VALUE253$35.97K0.12%
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF732$35.82K0.12%
NEENEXTERA ENERGY INC COMStock369$34.27K0.11%
MMM3M CO COMStock233$33.84K0.11%
FDXFEDEX CORP COMStock95$33.84K0.11%
CMSCMS ENERGY CORPCOM420$32.58K0.11%
AFLAFLAC INC COMStock294$32.26K0.11%
CBCHUBB LIMITED COMStock97$31.62K0.11%
ABBVABBVIE INC COMStock145$31.54K0.10%
EMREMERSON ELEC CO COMStock240$31.45K0.10%
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF70$30.58K0.10%
INVESCO ACTIVELY MANAGED EXC46090A879VAR RATE INVT1,217$30.47K0.10%
AMERICAN CENTY ETF TR025072703INTL EQT ETF354$30.03K0.10%
MRKMERCK & CO INC COMStock241$28.99K0.10%
ISHARES TR464288885EAFE GRWTH ETF254$28.29K0.09%
INVESCO S&P 500 QUALITY ETF46137V241ETF375$28.2K0.09%
ITWILLINOIS TOOL WKS INC COMStock107$27.85K0.09%
HONHoneywell TechnologiesCOM123$27.8K0.09%
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF129$27.74K0.09%
LINLINDE PLC SHSStock53$26.28K0.09%
ISHARES CORE MSCI EAFE ETF46432F842ETF284$25.71K0.09%
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF643$25.55K0.08%
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF79$25.34K0.08%
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF171$25.33K0.08%
ORCLORACLE CORP COMStock169$24.86K0.08%
LOWLOWES COS INC COMStock105$24.81K0.08%
WMBWILLIAMS COS INCCOM324$23.58K0.08%
NVSNOVARTIS AG SPONSORED ADRADR153$23.37K0.08%
HDHOME DEPOT INC COMStock71$23.35K0.08%
PSAPUBLIC STORAGECOM84$22.75K0.08%
CMICUMMINS INC COMStock42$22.6K0.08%
IBMINTERNATIONAL BUSINESS MACHS COMStock91$22.06K0.07%
TFCTRUIST FINL CORPCOM444$20.41K0.07%
ISHARES TR46434V878ULTRA SHORT DUR401$20.3K0.07%
ADPAUTOMATIC DATA PROCESSING INC COMStock99$20.12K0.07%
PAYXPAYCHEX INC COMStock210$19.35K0.06%
COSTCOSTCO WHOLESALE CORPORATION COMStock19$18.93K0.06%
MPCMARATHON PETE CORP COMStock77$18.8K0.06%
DTEDTE ENERGY COCOM125$18.28K0.06%
APDAIR PRODUCTS AND CHEMICALS INC COMStock60$17.43K0.06%
AMERICAN CENTY ETF TR025072877US SML CP VALU156$17.23K0.06%
FIRST TR EXCHANGE-TRADED FD33734X846NASDAQ CYB ETF265$16.61K0.06%
ISHARES TR4642874571 3 YR TREAS BD196$16.18K0.05%
OKEONEOK INC NEWCOM176$15.91K0.05%
SPDR SERIES TRUST78464A201ST STR SP600GRWO164$15.85K0.05%
ABTABBOTT LABORATORIES COMStock154$15.81K0.05%
ACNACCENTURE PLC IRELAND SHS CLASS AStock79$15.67K0.05%
GISGENERAL MILLS INC COMStock411$15.3K0.05%
DUKDUKE ENERGY CORP NEW COM NEWStock116$15.19K0.05%
CMCSACOMCAST CORP NEW CL AStock509$14.61K0.05%
DHRDANAHER CORP DEL COMStock77$14.6K0.05%
KMBKIMBERLY-CLARK CORP COMStock150$14.47K0.05%
BXBLACKSTONE INCCOM125$14.37K0.05%
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF48$13.79K0.05%
STWDSTARWOOD PPTY TR INCCOM766$13.19K0.04%
CLXCLOROX CO DEL COMStock125$12.95K0.04%
LMTLOCKHEED MARTIN CORP COMStock21$12.69K0.04%
ENBENBRIDGE INC COMStock216$11.69K0.04%
UNHUNITEDHEALTH GROUP INC COMStock41$11.09K0.04%
DLRDIGITAL RLTY TR INCCOM61$10.99K0.04%
UPSUNITED PARCEL SVCS INC CL BStock100$9.84K0.03%
NMLNEUBERGER BERMAN MLP & ENERGCOM885$9.3K0.03%
PACER US CASH COWS 100 ETF69374H881ETF145$9.07K0.03%
ISHARES S&P 100 ETF464287101ETF28$8.91K0.03%
FIRST TR EXCHANGE-TRADED FD33738D408FIRST TR TA HIYL218$8.84K0.03%

13F filings by quarter

PROTECTIVE LIFE CORP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202643$14Mvs. Q1 2026SEC
Q1 2026May 13, 2026155$30.08Mvs. Q4 2025SEC
Q4 2025Feb 17, 20261$3.57Mvs. Q3 2025SEC
Q3 2025Nov 12, 20251$3.61Mvs. Q2 2025SEC
Q2 2025Aug 11, 20251$3.53Mvs. Q1 2025SEC
Q1 2025May 15, 20251$3.5Mvs. Q4 2024SEC
Q4 2024Feb 14, 20251$3.46Mvs. Q3 2024SEC
Q3 2024Nov 7, 20241$3.55Mvs. Q2 2024SEC
Q2 2024Aug 9, 20241$3.29Mvs. Q1 2024SEC
Q1 2024May 15, 20241$3.16Mvs. Q4 2023SEC
Q4 2023Feb 12, 20241$2.97Mvs. Q3 2023SEC
Q3 2023Nov 9, 20233$13.24Mvs. Q2 2023SEC
Q2 2023Aug 11, 202318$125.91Mvs. Q1 2023SEC
Q1 2023Jun 6, 2023Amended19$150.74Mvs. Q4 2022SEC
Q4 2022Mar 6, 2023Amended19$124.86Mvs. Q3 2022SEC
Q3 2022Nov 10, 202219$121.98Mvs. Q2 2022SEC
Q2 2022Aug 12, 202219$131.72Mvs. Q1 2022SEC
Q1 2022May 11, 202215$110.93Mvs. Q4 2021SEC
Q4 2021Feb 14, 202213$114Mvs. Q3 2021SEC
Q3 2021Nov 15, 202113$114.87Mvs. Q2 2021SEC
Q2 2021Aug 13, 202113$113.83Mvs. Q1 2021SEC
Q1 2021May 14, 202113$113.83M–SEC