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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Hold	10,048	–	–	0.09%	164
2026 Q1	$302K	Buy	10,048 +2,330	+30%	+$71K	0.1%	154
2025 Q4	$235K	Hold	7,718	–	–	0.08%	171
2025 Q3	$229K	Hold	7,718	–	–	0.08%	164
2025 Q2	$221K	Hold	7,718	–	–	0.08%	163
2025 Q1	$210K	Buy	7,718 +5,038	+188%	+$139K	0.08%	153
2024 Q4	$74.3K	Hold	2,680	–	–	0.03%	254
2024 Q3	$72.8K	Buy	2,680 +260	+11%	+$6.95K	0.03%	253
2024 Q2	$64K	Buy	+2,420	New	+$62.8K	0.03%	244

Other funds holding PBFB

SWM

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

JSA

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

BWAM

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF February (PBFB) position steady in Q2 2026 at 10,048 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #164.

DHJJ Financial Advisors first reported a position in PBFB in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold PBFB as of Q2 2026.

DHJJ Financial Advisors held 10,048 shares of PGIM US Large-Cap Buffer 20 ETF February worth $321K as of Q2 2026.
DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF February share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF February made up 0.09% of DHJJ Financial Advisors's portfolio in Q2 2026, its #164 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q2 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q2 2026.

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