Centaurus Financial’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

Centaurus Financial’s Portfolio PBMR Stock Details PBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	4,334	–	–	0.01%	955
2025 Q4	$132K	Sell	4,334 -6,523	-60%	-$196K	0.01%	942
2025 Q3	$324K	Hold	10,857	–	–	0.02%	658
2025 Q2	$313K	Hold	10,857	–	–	0.02%	604
2025 Q1	$298K	Buy	+10,857	New	+$301K	0.02%	579

Other funds holding PBMR

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

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

JSA

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

SWM

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

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

BWAM

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

LWP

LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Centaurus Financial's PBMR Position: Q1 2026 in Review

Centaurus Financial held its PGIM US Large-Cap Buffer 20 ETF March (PBMR) position steady in Q1 2026 at 4,334 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #955.

Centaurus Financial first reported a position in PBMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $324K in Q3 2025. 16 funds tracked by Wall St. Rank hold PBMR as of Q1 2026.

Centaurus Financial held 4,334 shares of PGIM US Large-Cap Buffer 20 ETF March worth $131K as of Q1 2026.
Centaurus Financial left its PGIM US Large-Cap Buffer 20 ETF March share count unchanged in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #955 holding.
Centaurus Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2025 and has held it in 5 quarters since.
Centaurus Financial's PGIM US Large-Cap Buffer 20 ETF March position peaked at $324K in Q3 2025.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.