Concurrent Investment Advisors
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Concurrent Investment Advisors’s PGIM US Large-Cap Buffer 20 ETF - August PBAU Stock Holding History

Concurrent Investment Advisors’s Portfolio PBAU Stock Details PBAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65M Buy
+51,502
New +$1.64M 0.01% 910

Other funds holding PBAU

Jim Saulnier & Associates
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Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Concurrent Investment Advisors's PBAU Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in PGIM US Large-Cap Buffer 20 ETF - August (PBAU) in Q3 2026: 51,502 shares worth $1.65M. The stake represents 0.01% of the portfolio and ranks #910 among its holdings.

15 funds tracked by Wall St. Rank hold PBAU as of Q3 2026.

  • Concurrent Investment Advisors held 51,502 shares of PGIM US Large-Cap Buffer 20 ETF - August worth $1.65M as of Q3 2026.
  • PGIM US Large-Cap Buffer 20 ETF - August was a new Concurrent Investment Advisors position in Q3 2026.
  • PGIM US Large-Cap Buffer 20 ETF - August made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #910 holding.
  • 15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - August as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.