D.J. St. Germain’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

D.J. St. Germain’s Portfolio PBJA Stock Details PBJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6K	Hold	576	–	–	﹤0.01%	599
2026 Q1	$17.5K	Buy	+576	New	+$17.8K	﹤0.01%	580

Other funds holding PBJA

AAM

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

SWM

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

D.J. St. Germain's PBJA Position: Q2 2026 in Review

D.J. St. Germain held its PGIM US Large-Cap Buffer 20 ETF January (PBJA) position steady in Q2 2026 at 576 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

D.J. St. Germain first reported a position in PBJA in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

D.J. St. Germain held 576 shares of PGIM US Large-Cap Buffer 20 ETF January worth $18.6K as of Q2 2026.
D.J. St. Germain left its PGIM US Large-Cap Buffer 20 ETF January share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF January made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #599 holding.
D.J. St. Germain first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.