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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Hold	11,405	–	–	0.11%	140
2026 Q1	$361K	Buy	11,405 +6,615	+138%	+$213K	0.12%	135
2025 Q4	$153K	Hold	4,790	–	–	0.05%	223
2025 Q3	$149K	Hold	4,790	–	–	0.05%	211
2025 Q2	$143K	Hold	4,790	–	–	0.05%	207
2025 Q1	$134K	Buy	4,790 +3,187	+199%	+$90.4K	0.05%	188
2024 Q4	$45K	Hold	1,603	–	–	0.02%	317
2024 Q3	$43.9K	Hold	1,603	–	–	0.02%	323
2024 Q2	$42.3K	Buy	+1,603	New	+$41.1K	0.02%	298

Other funds holding MRCP

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

CFP

Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 12 ETF March (MRCP) position steady in Q2 2026 at 11,405 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #140.

DHJJ Financial Advisors first reported a position in MRCP in Q2 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold MRCP as of Q2 2026.

DHJJ Financial Advisors held 11,405 shares of PGIM US Large-Cap Buffer 12 ETF March worth $392K as of Q2 2026.
DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 12 ETF March share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 12 ETF March made up 0.11% of DHJJ Financial Advisors's portfolio in Q2 2026, its #140 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 12 ETF March in Q2 2024 and has held it in 9 quarters since.
5 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF March as of Q2 2026.

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