Cetera Investment Advisers’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

Cetera Investment Advisers’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 Q2	$585K	Buy	18,231 +483	+3%	+$15.3K	﹤0.01%	3555
2026 Q1	$538K	Buy	17,748 +4,203	+31%	+$129K	﹤0.01%	3438
2025 Q4	$413K	Hold	13,545	–	–	﹤0.01%	3608
2025 Q3	$404K	Hold	13,545	–	–	﹤0.01%	3550
2025 Q2	$391K	Sell	13,545 -267	-2%	-$7.41K	﹤0.01%	3160
2025 Q1	$380K	Buy	13,812 +5,036	+57%	+$140K	﹤0.01%	3081
2024 Q4	$241K	Hold	8,776	–	–	﹤0.01%	3275
2024 Q3	$236K	Sell	8,776 -1,672	-16%	-$44.1K	﹤0.01%	3267
2024 Q2	$273K	Hold	10,448	–	–	﹤0.01%	3110
2024 Q1	$265K	Buy	+10,448	New	+$263K	﹤0.01%	3144

Other funds holding PBMR

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

JSA

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

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

BWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWA

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

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Cetera Investment Advisers's PBMR Position: Q2 2026 in Review

Cetera Investment Advisers increased its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 2.7% in Q2 2026, buying an estimated $15.3K and bringing the position to 18,231 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Cetera Investment Advisers first reported a position in PBMR in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

Cetera Investment Advisers held 18,231 shares of PGIM US Large-Cap Buffer 20 ETF March worth $585K as of Q2 2026.
Cetera Investment Advisers bought 483 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $15.3K.
PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3555 holding.
Cetera Investment Advisers first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2024 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.