DHJJ Financial Advisors’s PGIM US Large-Cap Buffer 20 ETF April PBAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Sell	8,180 -1,600	-16%	-$46.7K	0.08%	172
2025 Q4	$283K	Sell	9,780 -492	-5%	-$14.1K	0.09%	156
2025 Q3	$292K	Hold	10,272	–	–	0.1%	141
2025 Q2	$285K	Buy	10,272 +1,922	+23%	+$51.6K	0.1%	140
2025 Q1	$222K	Hold	8,350	–	–	0.09%	150
2024 Q4	$228K	Hold	8,350	–	–	0.09%	149
2024 Q3	$223K	Buy	+8,350	New	+$218K	0.09%	146

Other funds holding PBAP

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

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

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

SWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

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

DHJJ Financial Advisors reduced its PGIM US Large-Cap Buffer 20 ETF April (PBAP) stake by 16% in Q1 2026, selling an estimated $46.7K and leaving 8,180 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #172.

DHJJ Financial Advisors first reported a position in PBAP in Q3 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2025. 16 funds tracked by Wall St. Rank hold PBAP as of Q1 2026.

DHJJ Financial Advisors held 8,180 shares of PGIM US Large-Cap Buffer 20 ETF April worth $241K as of Q1 2026.
DHJJ Financial Advisors sold 1,600 PGIM US Large-Cap Buffer 20 ETF April shares in Q1 2026, an estimated $46.7K.
PGIM US Large-Cap Buffer 20 ETF April made up 0.08% of DHJJ Financial Advisors's portfolio in Q1 2026, its #172 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF April in Q3 2024 and has held it in 7 quarters since.
DHJJ Financial Advisors's PGIM US Large-Cap Buffer 20 ETF April position peaked at $292K in Q3 2025.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF April as of Q1 2026.

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