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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	40,049 +14,557	+57%	+$449K	﹤0.01%	2533
2026 Q1	$771K	Sell	25,492 -3,909	-13%	-$118K	﹤0.01%	2832
2025 Q4	$882K	Sell	29,401 -2,527	-8%	-$75K	﹤0.01%	2691
2025 Q3	$941K	Sell	31,928 -995	-3%	-$29K	﹤0.01%	2642
2025 Q2	$947K	Buy	32,923 +15,350	+87%	+$425K	﹤0.01%	2618
2025 Q1	$481K	Buy	17,573 +867	+5%	+$23.9K	﹤0.01%	3055
2024 Q4	$457K	Hold	16,706	–	–	﹤0.01%	3028
2024 Q3	$448K	Sell	16,706 -3,000	-15%	-$79K	﹤0.01%	2982
2024 Q2	$513K	Buy	+19,706	New	+$506K	﹤0.01%	2811

Other funds holding PBMY

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JSA

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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

SWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWAM

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

AAM

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

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

KPWS

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

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

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

Commonwealth Equity Services increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 57% in Q2 2026, buying an estimated $449K and bringing the position to 40,049 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Commonwealth Equity Services first reported a position in PBMY in Q2 2024 and has held it in 9 quarters since. 14 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

Commonwealth Equity Services held 40,049 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $1.25M as of Q2 2026.
Commonwealth Equity Services bought 14,557 PGIM US Large-Cap Buffer 20 ETF - May shares in Q2 2026, an estimated $449K.
PGIM US Large-Cap Buffer 20 ETF - May made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2533 holding.
Commonwealth Equity Services first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2024 and has held it in 9 quarters since.
14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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