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

BCGM Wealth Management’s Portfolio PBJL Stock Details PBJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Hold	11,730	–	–	0.08%	139
2026 Q1	$349K	Hold	11,730	–	–	0.09%	132
2025 Q4	$352K	Hold	11,730	–	–	0.09%	132
2025 Q3	$345K	Hold	11,730	–	–	0.09%	134
2025 Q2	$333K	Buy	+11,730	New	+$315K	0.09%	127

Other funds holding PBJL

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

BCGM Wealth Management's PBJL Position: Q2 2026 in Review

BCGM Wealth Management held its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) position steady in Q2 2026 at 11,730 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #139.

BCGM Wealth Management first reported a position in PBJL in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

BCGM Wealth Management held 11,730 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $367K as of Q2 2026.
BCGM Wealth Management left its PGIM US Large-Cap Buffer 20 ETF - July share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - July made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #139 holding.
BCGM Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q2 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.