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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	32,928 -12,038	-27%	-$372K	﹤0.01%	2693
2026 Q1	$1.34M	Sell	44,966 -3,104	-6%	-$93.1K	﹤0.01%	2361
2025 Q4	$1.44M	Sell	48,070 -1,850	-4%	-$54.8K	﹤0.01%	2266
2025 Q3	$1.47M	Buy	49,920 +20,139	+68%	+$582K	﹤0.01%	2274
2025 Q2	$846K	Buy	29,781 +16,504	+124%	+$444K	﹤0.01%	2721
2025 Q1	$351K	Buy	13,277 +2,934	+28%	+$79K	﹤0.01%	3351
2024 Q4	$277K	Sell	10,343 -2,465	-19%	-$65.8K	﹤0.01%	3482
2024 Q3	$338K	Buy	+12,808	New	+$330K	﹤0.01%	3246

Other funds holding PBJL

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

JSA

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

BWAM

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LIWM

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

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

DFA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Commonwealth Equity Services reduced its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 27% in Q2 2026, selling an estimated $372K and leaving 32,928 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Commonwealth Equity Services first reported a position in PBJL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2025. 10 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

Commonwealth Equity Services held 32,928 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $1.03M as of Q2 2026.
Commonwealth Equity Services sold 12,038 PGIM US Large-Cap Buffer 20 ETF - July shares in Q2 2026, an estimated $372K.
PGIM US Large-Cap Buffer 20 ETF - July made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2693 holding.
Commonwealth Equity Services first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $1.47M in Q3 2025.
10 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

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