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 Q2	$280K	Buy	9,018 +838	+10%	+$25.7K	0.08%	177
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 $91.8B AUM 38.24% 1-Year Est. Return

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

SWM

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

DHJJ Financial Advisors increased its PGIM US Large-Cap Buffer 20 ETF April (PBAP) stake by 10% in Q2 2026, buying an estimated $25.7K and bringing the position to 9,018 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #177.

DHJJ Financial Advisors first reported a position in PBAP in Q3 2024 and has held it in 8 quarters since. The position peaked at $292K in Q3 2025. 15 funds tracked by Wall St. Rank hold PBAP as of Q2 2026.

DHJJ Financial Advisors held 9,018 shares of PGIM US Large-Cap Buffer 20 ETF April worth $280K as of Q2 2026.
DHJJ Financial Advisors bought 838 PGIM US Large-Cap Buffer 20 ETF April shares in Q2 2026, an estimated $25.7K.
PGIM US Large-Cap Buffer 20 ETF April made up 0.08% of DHJJ Financial Advisors's portfolio in Q2 2026, its #177 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 8 quarters since.
DHJJ Financial Advisors's PGIM US Large-Cap Buffer 20 ETF April position peaked at $292K in Q3 2025.
15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF April as of Q2 2026.

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