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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Buy	4,538 +1,551	+52%	+$47.6K	0.04%	270
2026 Q1	$89.2K	Hold	2,987	–	–	0.03%	301
2025 Q4	$89.4K	Sell	2,987 -72	-2%	-$2.13K	0.03%	290
2025 Q3	$89.8K	Hold	3,059	–	–	0.03%	276
2025 Q2	$87.1K	Buy	3,059 +179	+6%	+$4.85K	0.03%	271
2025 Q1	$76.4K	Hold	2,880	–	–	0.03%	260
2024 Q4	$77.1K	Hold	2,880	–	–	0.03%	251
2024 Q3	$75.8K	Buy	+2,880	New	+$74.2K	0.03%	249

Other funds holding PBJN

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

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

AAM

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

KAS

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

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

DHJJ Financial Advisors increased its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) stake by 52% in Q2 2026, buying an estimated $47.6K and bringing the position to 4,538 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #270.

DHJJ Financial Advisors first reported a position in PBJN in Q3 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

DHJJ Financial Advisors held 4,538 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $140K as of Q2 2026.
DHJJ Financial Advisors bought 1,551 PGIM US Large-Cap Buffer 20 ETF - June shares in Q2 2026, an estimated $47.6K.
PGIM US Large-Cap Buffer 20 ETF - June made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #270 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - June in Q3 2024 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

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