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American Asset Management’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

American Asset Management’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.46M Buy
146,733
+10,671
+8% +$329K 3.87% 9
2025
Q4 		$4.2M Buy
+136,062
New +$4.14M 3.56% 10

Other funds holding PBJA

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

American Asset Management's PBJA Position: Q1 2026 in Review

American Asset Management increased its PGIM US Large-Cap Buffer 20 ETF January (PBJA) stake by 7.8% in Q1 2026, buying an estimated $329K and bringing the position to 146,733 shares worth $4.46M. The position accounts for 3.87% of the portfolio, ranked #9.

American Asset Management first reported a position in PBJA in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold PBJA as of Q1 2026.

  • American Asset Management held 146,733 shares of PGIM US Large-Cap Buffer 20 ETF January worth $4.46M as of Q1 2026.
  • American Asset Management bought 10,671 PGIM US Large-Cap Buffer 20 ETF January shares in Q1 2026, an estimated $329K.
  • PGIM US Large-Cap Buffer 20 ETF January made up 3.87% of American Asset Management's portfolio in Q1 2026, its #9 holding.
  • American Asset Management first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q1 2026.

Based on American Asset Management's 13F filing for Q1 2026, filed 7 May 2026.