COFG Advisors’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

COFG Advisors’s Portfolio JULP Stock Details JULP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$919K	Buy	+27,540	New	+$911K	0.15%	98

Other funds holding JULP

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

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

COFG Advisors's JULP Position: Q3 2026 in Review

COFG Advisors opened a new position in PGIM US Large-Cap Buffer 12 ETF - July (JULP) in Q3 2026: 27,540 shares worth $919K. The stake represents 0.15% of the portfolio and ranks #98 among its holdings.

9 funds tracked by Wall St. Rank hold JULP as of Q3 2026.

COFG Advisors held 27,540 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $919K as of Q3 2026.
PGIM US Large-Cap Buffer 12 ETF - July was a new COFG Advisors position in Q3 2026.
PGIM US Large-Cap Buffer 12 ETF - July made up 0.15% of COFG Advisors's portfolio in Q3 2026, its #98 holding.
9 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q3 2026.

Based on COFG Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.