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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Sell	55,159 -171,499	-76%	-$5.43M	﹤0.01%	2226
2026 Q1	$6.87M	Buy	226,658 +177,964	+365%	+$5.45M	0.01%	1131
2025 Q4	$1.49M	Sell	48,694 -4,206	-8%	-$126K	﹤0.01%	2238
2025 Q3	$1.58M	Sell	52,900 -956	-2%	-$28K	﹤0.01%	2212
2025 Q2	$1.55M	Buy	53,856 +292	+0.5%	+$8.1K	﹤0.01%	2199
2025 Q1	$1.47M	Buy	53,564 +8,483	+19%	+$235K	﹤0.01%	2159
2024 Q4	$1.24M	Sell	45,081 -398	-0.9%	-$10.9K	﹤0.01%	2234
2024 Q3	$1.22M	Sell	45,479 -274	-0.6%	-$7.23K	﹤0.01%	2187
2024 Q2	$1.2M	Hold	45,753	–	–	﹤0.01%	2145
2024 Q1	$1.16M	Buy	+45,753	New	+$1.15M	﹤0.01%	2136

Other funds holding PBMR

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

BWAM

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

DFA

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

KAS

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

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

Commonwealth Equity Services reduced its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 76% in Q2 2026, selling an estimated $5.43M and leaving 55,159 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Commonwealth Equity Services first reported a position in PBMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.87M in Q1 2026. 7 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

Commonwealth Equity Services held 55,159 shares of PGIM US Large-Cap Buffer 20 ETF March worth $1.77M as of Q2 2026.
Commonwealth Equity Services sold 171,499 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $5.43M.
PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2226 holding.
Commonwealth Equity Services first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's PGIM US Large-Cap Buffer 20 ETF March position peaked at $6.87M in Q1 2026.
7 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

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