Commonwealth Equity Services
PBMY

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
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Commonwealth Equity Services's PBMY Position: Q1 2026 in Review

Commonwealth Equity Services reduced its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 13% in Q1 2026, selling an estimated $118K and leaving 25,492 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Commonwealth Equity Services first reported a position in PBMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $947K in Q2 2025. 11 funds tracked by Wall St. Rank hold PBMY as of Q1 2026.

  • Commonwealth Equity Services held 25,492 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $771K as of Q1 2026.
  • Commonwealth Equity Services sold 3,909 PGIM US Large-Cap Buffer 20 ETF - May shares in Q1 2026, an estimated $118K.
  • PGIM US Large-Cap Buffer 20 ETF - May made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2832 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 8 quarters since.
  • Commonwealth Equity Services's PGIM US Large-Cap Buffer 20 ETF - May position peaked at $947K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.