BWM
PBDE

BCGM Wealth Management’s PGIM US Large-Cap Buffer 20 ETF - December PBDE Stock Holding History

BCGM Wealth Management’s Portfolio PBDE Stock Details PBDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Sell
9,903
-287
-3% -$8.46K 0.07% 152
2025
Q4 		$300K Buy
+10,190
New +$296K 0.08% 144

Other funds holding PBDE

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCGM Wealth Management's PBDE Position: Q1 2026 in Review

BCGM Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) stake by 2.8% in Q1 2026, selling an estimated $8.46K and leaving 9,903 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #152.

BCGM Wealth Management first reported a position in PBDE in Q4 2025 and has held it in 2 quarters since. The position peaked at $300K in Q4 2025. 23 funds tracked by Wall St. Rank hold PBDE as of Q1 2026.

  • BCGM Wealth Management held 9,903 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $287K as of Q1 2026.
  • BCGM Wealth Management sold 287 PGIM US Large-Cap Buffer 20 ETF - December shares in Q1 2026, an estimated $8.46K.
  • PGIM US Large-Cap Buffer 20 ETF - December made up 0.07% of BCGM Wealth Management's portfolio in Q1 2026, its #152 holding.
  • BCGM Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q4 2025 and has held it in 2 quarters since.
  • BCGM Wealth Management's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $300K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.