Commonwealth Equity Services’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

Commonwealth Equity Services’s Portfolio PBJA Stock Details PBJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Sell	90,005 -21,196	-19%	-$674K	﹤0.01%	1799
2026 Q1	$3.38M	Buy	111,201 +69,410	+166%	+$2.14M	﹤0.01%	1614
2025 Q4	$1.29M	Buy	41,791 +16,983	+68%	+$517K	﹤0.01%	2369
2025 Q3	$747K	Buy	24,808 +874	+4%	+$25.9K	﹤0.01%	2832
2025 Q2	$696K	Buy	23,934 +296	+1%	+$8.28K	﹤0.01%	2882
2025 Q1	$654K	Buy	+23,638	New	+$665K	﹤0.01%	2820

Other funds holding PBJA

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

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

BWAM

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

Commonwealth Equity Services's PBJA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its PGIM US Large-Cap Buffer 20 ETF January (PBJA) stake by 19% in Q2 2026, selling an estimated $674K and leaving 90,005 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Commonwealth Equity Services first reported a position in PBJA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.38M in Q1 2026. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

Commonwealth Equity Services held 90,005 shares of PGIM US Large-Cap Buffer 20 ETF January worth $2.91M as of Q2 2026.
Commonwealth Equity Services sold 21,196 PGIM US Large-Cap Buffer 20 ETF January shares in Q2 2026, an estimated $674K.
PGIM US Large-Cap Buffer 20 ETF January made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1799 holding.
Commonwealth Equity Services first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's PGIM US Large-Cap Buffer 20 ETF January position peaked at $3.38M in Q1 2026.
21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.