DFA
PBAU

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

DHJJ Financial Advisors’s Portfolio PBAU Stock Details PBAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Hold
3,238
– – 0.03% 311
2026
Q1 		$96K Hold
3,238
– – 0.03% 294
2025
Q4 		$97K Hold
3,238
– – 0.03% 281
2025
Q3 		$95.3K Buy
3,238
+1,161
+56% +$33.5K 0.03% 270
2025
Q2 		$58.5K Hold
2,077
– – 0.02% 324
2025
Q1 		$55.1K Sell
2,077
-143
-6% -$3.86K 0.02% 305
2024
Q4 		$59.6K Sell
2,220
-40
-2% -$1.07K 0.02% 282
2024
Q3 		$59.7K Buy
+2,260
New +$58.3K 0.02% 275

Other funds holding PBAU

JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $31B AUM 28.39% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF - August (PBAU) position steady in Q2 2026 at 3,238 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #311.

DHJJ Financial Advisors first reported a position in PBAU in Q3 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold PBAU as of Q2 2026.

  • DHJJ Financial Advisors held 3,238 shares of PGIM US Large-Cap Buffer 20 ETF - August worth $102K as of Q2 2026.
  • DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF - August share count unchanged in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - August made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #311 holding.
  • DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - August in Q3 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - August as of Q2 2026.

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