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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Hold	6,495	–	–	0.06%	211
2026 Q1	$193K	Hold	6,495	–	–	0.06%	200
2025 Q4	$195K	Hold	6,495	–	–	0.06%	192
2025 Q3	$191K	Buy	6,495 +2,795	+76%	+$80.8K	0.06%	180
2025 Q2	$105K	Hold	3,700	–	–	0.04%	245
2025 Q1	$97.7K	Hold	3,700	–	–	0.04%	225
2024 Q4	$99.2K	Hold	3,700	–	–	0.04%	223
2024 Q3	$97.6K	Buy	+3,700	New	+$95.3K	0.04%	221

Other funds holding PBJL

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

BWAM

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

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

SWM

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

LIWM

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

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

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

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) position steady in Q2 2026 at 6,495 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #211.

DHJJ Financial Advisors first reported a position in PBJL in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

DHJJ Financial Advisors held 6,495 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $203K as of Q2 2026.
DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF - July share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - July made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #211 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2024 and has held it in 8 quarters since.
10 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

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