BWAM
PBJL

Blue Water Asset Management’s PGIM US Large-Cap Buffer 20 ETF - July PBJL Stock Holding History

Blue Water Asset 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 		$1.23M Buy
39,232
+30,134
+331% +$931K 0.4% 35
2026
Q1 		$270K Sell
9,098
-2,084
-19% -$62.5K 0.09% 91
2025
Q4 		$335K Buy
+11,182
New +$331K 0.12% 75

Other funds holding PBJL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CF
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
Commonwealth Equity Services
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blue Water Asset Management's PBJL Position: Q2 2026 in Review

Blue Water Asset Management increased its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 331% in Q2 2026, buying an estimated $931K and bringing the position to 39,232 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #35.

Blue Water Asset Management first reported a position in PBJL in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

  • Blue Water Asset Management held 39,232 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $1.23M as of Q2 2026.
  • Blue Water Asset Management bought 30,134 PGIM US Large-Cap Buffer 20 ETF - July shares in Q2 2026, an estimated $931K.
  • PGIM US Large-Cap Buffer 20 ETF - July made up 0.4% of Blue Water Asset Management's portfolio in Q2 2026, its #35 holding.
  • Blue Water Asset Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.