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

BlueStem Wealth Partners’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	$273K	Hold	9,395	–	–	0.03%	107
2025 Q4	$277K	Hold	9,395	–	–	0.03%	104
2025 Q3	$269K	Hold	9,395	–	–	0.03%	100
2025 Q2	$258K	Hold	9,395	–	–	0.03%	93
2025 Q1	$244K	Buy	+9,395	New	+$249K	0.03%	87

Other funds holding PBDE

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JSA

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BlueStem Wealth Partners's PBDE Position: Q1 2026 in Review

BlueStem Wealth Partners held its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) position steady in Q1 2026 at 9,395 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #107.

BlueStem Wealth Partners first reported a position in PBDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $277K in Q4 2025. 23 funds tracked by Wall St. Rank hold PBDE as of Q1 2026.

BlueStem Wealth Partners held 9,395 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $273K as of Q1 2026.
BlueStem Wealth Partners left its PGIM US Large-Cap Buffer 20 ETF - December share count unchanged in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - December made up 0.03% of BlueStem Wealth Partners's portfolio in Q1 2026, its #107 holding.
BlueStem Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q1 2025 and has held it in 5 quarters since.
BlueStem Wealth Partners's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $277K 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 BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.