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 Q2	$333K	Hold	10,195	–	–	0.1%	158
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 $91.8B AUM 38.24% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

DHJJ Financial Advisors's JULP Position: Q2 2026 in Review

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 12 ETF - July (JULP) position steady in Q2 2026 at 10,195 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #158.

DHJJ Financial Advisors first reported a position in JULP in Q3 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold JULP as of Q2 2026.

DHJJ Financial Advisors held 10,195 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $333K as of Q2 2026.
DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 12 ETF - July share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 12 ETF - July made up 0.1% of DHJJ Financial Advisors's portfolio in Q2 2026, its #158 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 8 quarters since.
12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.