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 Q3	$1.76M	Sell	53,673 -1,486	-3%	-$48.2K	﹤0.01%	2161
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

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

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

Commonwealth Equity Services reduced its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 2.7% in Q3 2026, selling an estimated $48.2K and leaving 53,673 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Commonwealth Equity Services first reported a position in PBMR in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.87M in Q1 2026. 11 funds tracked by Wall St. Rank hold PBMR as of Q3 2026.

Commonwealth Equity Services held 53,673 shares of PGIM US Large-Cap Buffer 20 ETF March worth $1.76M as of Q3 2026.
Commonwealth Equity Services sold 1,486 PGIM US Large-Cap Buffer 20 ETF March shares in Q3 2026, an estimated $48.2K.
PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2161 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 11 quarters since.
Commonwealth Equity Services's PGIM US Large-Cap Buffer 20 ETF March position peaked at $6.87M in Q1 2026.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q3 2026.

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