Cypress Financial Planning’s PGIM US Large-Cap Buffer 20 ETF - November PBNV Stock Holding History

Cypress Financial Planning’s Portfolio PBNV Stock Details PBNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Hold	8,938	–	–	0.07%	90
2026 Q1	$258K	Hold	8,938	–	–	0.07%	90
2025 Q4	$263K	Buy	+8,938	New	+$260K	0.07%	94

Other funds holding PBNV

SWM

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

Cypress Financial Planning's PBNV Position: Q2 2026 in Review

Cypress Financial Planning held its PGIM US Large-Cap Buffer 20 ETF - November (PBNV) position steady in Q2 2026 at 8,938 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #90.

Cypress Financial Planning first reported a position in PBNV in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold PBNV as of Q2 2026.

Cypress Financial Planning held 8,938 shares of PGIM US Large-Cap Buffer 20 ETF - November worth $277K as of Q2 2026.
Cypress Financial Planning left its PGIM US Large-Cap Buffer 20 ETF - November share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - November made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #90 holding.
Cypress Financial Planning first reported a position in PGIM US Large-Cap Buffer 20 ETF - November in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - November as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.