Commonwealth Equity Services’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

Commonwealth Equity Services’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 Q1	$1.36M	Buy	44,736 +487	+1%	+$15K	﹤0.01%	2343
2025 Q4	$1.36M	Buy	44,249 +1,817	+4%	+$55.2K	﹤0.01%	2324
2025 Q3	$1.28M	Buy	42,432 +25,358	+149%	+$747K	﹤0.01%	2396
2025 Q2	$492K	Buy	17,074 +2,499	+17%	+$67.2K	﹤0.01%	3144
2025 Q1	$386K	Buy	+14,575	New	+$397K	﹤0.01%	3258

Other funds holding JULP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services's JULP Position: Q1 2026 in Review

Commonwealth Equity Services increased its PGIM US Large-Cap Buffer 12 ETF - July (JULP) stake by 1.1% in Q1 2026, buying an estimated $15K and bringing the position to 44,736 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Commonwealth Equity Services first reported a position in JULP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2025. 11 funds tracked by Wall St. Rank hold JULP as of Q1 2026.

Commonwealth Equity Services held 44,736 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $1.36M as of Q1 2026.
Commonwealth Equity Services bought 487 PGIM US Large-Cap Buffer 12 ETF - July shares in Q1 2026, an estimated $15K.
PGIM US Large-Cap Buffer 12 ETF - July made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2343 holding.
Commonwealth Equity Services first reported a position in PGIM US Large-Cap Buffer 12 ETF - July in Q1 2025 and has held it in 5 quarters since.
Commonwealth Equity Services's PGIM US Large-Cap Buffer 12 ETF - July position peaked at $1.36M in Q4 2025.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.