BWM
PBJL

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
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

FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

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

BCGM Wealth Management held its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) position steady in Q1 2026 at 11,730 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #132.

BCGM Wealth Management first reported a position in PBJL in Q2 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 18 funds tracked by Wall St. Rank hold PBJL as of Q1 2026.

  • BCGM Wealth Management held 11,730 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $349K as of Q1 2026.
  • BCGM Wealth Management left its PGIM US Large-Cap Buffer 20 ETF - July share count unchanged in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - July made up 0.09% of BCGM Wealth Management's portfolio in Q1 2026, its #132 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 4 quarters since.
  • BCGM Wealth Management's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $352K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q1 2026.

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