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 Q3	$142K	Hold	4,334	–	–	0.01%	986
2026 Q2	$139K	Hold	4,334	–	–	0.01%	996
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

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Centaurus Financial's PBMR Position: Q3 2026 in Review

Centaurus Financial held its PGIM US Large-Cap Buffer 20 ETF March (PBMR) position steady in Q3 2026 at 4,334 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #986.

Centaurus Financial first reported a position in PBMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $324K in Q3 2025. 11 funds tracked by Wall St. Rank hold PBMR as of Q3 2026.

Centaurus Financial held 4,334 shares of PGIM US Large-Cap Buffer 20 ETF March worth $142K as of Q3 2026.
Centaurus Financial left its PGIM US Large-Cap Buffer 20 ETF March share count unchanged in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.01% of Centaurus Financial's portfolio in Q3 2026, its #986 holding.
Centaurus Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2025 and has held it in 7 quarters since.
Centaurus Financial's PGIM US Large-Cap Buffer 20 ETF March position peaked at $324K in Q3 2025.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q3 2026.

Based on Centaurus Financial's 13F filing for Q3 2026, filed 12 Nov 2026.