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 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 $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

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

DFA

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

Cetera Investment Advisers's PBMR Position: Q1 2026 in Review

Cetera Investment Advisers increased its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 31% in Q1 2026, buying an estimated $129K and bringing the position to 17,748 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

Cetera Investment Advisers first reported a position in PBMR in Q1 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold PBMR as of Q1 2026.

Cetera Investment Advisers held 17,748 shares of PGIM US Large-Cap Buffer 20 ETF March worth $538K as of Q1 2026.
Cetera Investment Advisers bought 4,203 PGIM US Large-Cap Buffer 20 ETF March shares in Q1 2026, an estimated $129K.
PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3438 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 9 quarters since.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.