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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.46M	Buy	242,055 +197,015	+437%	+$6.04M	0.01%	1123
2026 Q1	$1.35M	Sell	45,040 -7,699	-15%	-$231K	﹤0.01%	2354
2025 Q4	$1.58M	Sell	52,739 -1,880	-3%	-$55.6K	﹤0.01%	2179
2025 Q3	$1.6M	Sell	54,619 -7,429	-12%	-$215K	﹤0.01%	2196
2025 Q2	$1.77M	Buy	62,048 +42,176	+212%	+$1.14M	﹤0.01%	2086
2025 Q1	$527K	Buy	19,872 +776	+4%	+$20.9K	﹤0.01%	2983
2024 Q4	$511K	Hold	19,096	–	–	﹤0.01%	2927
2024 Q3	$503K	Sell	19,096 -703	-4%	-$18.1K	﹤0.01%	2889
2024 Q2	$504K	Buy	+19,799	New	+$501K	﹤0.01%	2827

Other funds holding PBJN

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

AAM

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BWAM

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

KAS

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

BDPWM

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DFA

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Commonwealth Equity Services increased its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) stake by 437% in Q2 2026, buying an estimated $6.04M and bringing the position to 242,055 shares worth $7.46M. The position accounts for 0.01% of the portfolio, ranked #1123.

Commonwealth Equity Services first reported a position in PBJN in Q2 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

Commonwealth Equity Services held 242,055 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $7.46M as of Q2 2026.
Commonwealth Equity Services bought 197,015 PGIM US Large-Cap Buffer 20 ETF - June shares in Q2 2026, an estimated $6.04M.
PGIM US Large-Cap Buffer 20 ETF - June made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1123 holding.
Commonwealth Equity Services first reported a position in PGIM US Large-Cap Buffer 20 ETF - June in Q2 2024 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

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