DHJJ Financial Advisors’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

DHJJ Financial Advisors’s Portfolio JULP Stock Details JULP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Sell	10,195 -585	-5%	-$18.1K	0.1%	153
2025 Q4	$332K	Hold	10,780	–	–	0.11%	139
2025 Q3	$325K	Buy	10,780 +4,477	+71%	+$132K	0.11%	136
2025 Q2	$182K	Sell	6,303 -1,170	-16%	-$31.5K	0.07%	179
2025 Q1	$198K	Hold	7,473	–	–	0.08%	160
2024 Q4	$203K	Hold	7,473	–	–	0.08%	156
2024 Q3	$199K	Buy	+7,473	New	+$193K	0.08%	152

Other funds holding JULP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

DHJJ Financial Advisors's JULP Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its PGIM US Large-Cap Buffer 12 ETF - July (JULP) stake by 5.4% in Q1 2026, selling an estimated $18.1K and leaving 10,195 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #153.

DHJJ Financial Advisors first reported a position in JULP in Q3 2024 and has held it in 7 quarters since. The position peaked at $332K in Q4 2025. 11 funds tracked by Wall St. Rank hold JULP as of Q1 2026.

DHJJ Financial Advisors held 10,195 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $309K as of Q1 2026.
DHJJ Financial Advisors sold 585 PGIM US Large-Cap Buffer 12 ETF - July shares in Q1 2026, an estimated $18.1K.
PGIM US Large-Cap Buffer 12 ETF - July made up 0.1% of DHJJ Financial Advisors's portfolio in Q1 2026, its #153 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 12 ETF - July in Q3 2024 and has held it in 7 quarters since.
DHJJ Financial Advisors's PGIM US Large-Cap Buffer 12 ETF - July position peaked at $332K in Q4 2025.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.