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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163K	Sell	5,045 -360	-7%	-$11.5K	0.05%	242
2026 Q1	$164K	Hold	5,405	–	–	0.05%	226
2025 Q4	$167K	Sell	5,405 -319	-6%	-$9.71K	0.06%	212
2025 Q3	$172K	Hold	5,724	–	–	0.06%	190
2025 Q2	$167K	Hold	5,724	–	–	0.06%	189
2025 Q1	$158K	Buy	5,724 +5,320	+1,317%	+$150K	0.06%	174
2024 Q4	$11.3K	Hold	404	–	–	﹤0.01%	483
2024 Q3	$11.1K	Hold	404	–	–	﹤0.01%	482
2024 Q2	$10.8K	Buy	+404	New	+$10.6K	﹤0.01%	449

Other funds holding PBJA

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

BWAM

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

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

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

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

KAS

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

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

DHJJ Financial Advisors reduced its PGIM US Large-Cap Buffer 20 ETF January (PBJA) stake by 6.7% in Q2 2026, selling an estimated $11.5K and leaving 5,045 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #242.

DHJJ Financial Advisors first reported a position in PBJA in Q2 2024 and has held it in 9 quarters since. The position peaked at $172K in Q3 2025. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

DHJJ Financial Advisors held 5,045 shares of PGIM US Large-Cap Buffer 20 ETF January worth $163K as of Q2 2026.
DHJJ Financial Advisors sold 360 PGIM US Large-Cap Buffer 20 ETF January shares in Q2 2026, an estimated $11.5K.
PGIM US Large-Cap Buffer 20 ETF January made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #242 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q2 2024 and has held it in 9 quarters since.
DHJJ Financial Advisors's PGIM US Large-Cap Buffer 20 ETF January position peaked at $172K in Q3 2025.
21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

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