CF
PBMY

Centaurus Financial’s PGIM US Large-Cap Buffer 20 ETF - May PBMY Stock Holding History

Centaurus Financial’s Portfolio PBMY Stock Details PBMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$246K Hold
8,119
– – 0.01% 753
2025
Q4 		$244K Hold
8,119
– – 0.01% 740
2025
Q3 		$239K Hold
8,119
– – 0.01% 748
2025
Q2 		$233K Buy
+8,119
New +$225K 0.01% 676

Other funds holding PBMY

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Centaurus Financial's PBMY Position: Q1 2026 in Review

Centaurus Financial held its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) position steady in Q1 2026 at 8,119 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #753.

Centaurus Financial first reported a position in PBMY in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold PBMY as of Q1 2026.

  • Centaurus Financial held 8,119 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $246K as of Q1 2026.
  • Centaurus Financial left its PGIM US Large-Cap Buffer 20 ETF - May share count unchanged in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - May made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #753 holding.
  • Centaurus Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q1 2026.

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