Commonwealth Equity Services
PBJL icon

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
Q3 		$1.04M Sell
32,576
-352
-1% -$11.1K ﹤0.01% 2646
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

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
BCGM Wealth Management
BCGM Wealth Management Lafayette, Indiana $500M AUM 11.61% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services's PBJL Position: Q3 2026 in Review

Commonwealth Equity Services reduced its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 1.1% in Q3 2026, selling an estimated $11.1K and leaving 32,576 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Commonwealth Equity Services first reported a position in PBJL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q3 2025. 12 funds tracked by Wall St. Rank hold PBJL as of Q3 2026.

  • Commonwealth Equity Services held 32,576 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $1.04M as of Q3 2026.
  • Commonwealth Equity Services sold 352 PGIM US Large-Cap Buffer 20 ETF - July shares in Q3 2026, an estimated $11.1K.
  • PGIM US Large-Cap Buffer 20 ETF - July made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2646 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 9 quarters since.
  • Commonwealth Equity Services's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $1.47M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.