DFA
OCTP

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

DHJJ Financial Advisors’s Portfolio OCTP Stock Details OCTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Hold
3,376
– – 0.03% 303
2026
Q1 		$100K Hold
3,376
– – 0.03% 287
2025
Q4 		$102K Buy
+3,376
New +$101K 0.03% 272

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 12 ETF - October (OCTP) position steady in Q2 2026 at 3,376 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #303.

DHJJ Financial Advisors first reported a position in OCTP in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold OCTP as of Q2 2026.

  • DHJJ Financial Advisors held 3,376 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $109K as of Q2 2026.
  • DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 12 ETF - October share count unchanged in Q2 2026.
  • PGIM US Large-Cap Buffer 12 ETF - October made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #303 holding.
  • DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q2 2026.

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