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 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 $81.2B AUM 27.81% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWM

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

BDPWM

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

DHJJ Financial Advisors's PBJN Position: Q1 2026 in Review

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) position steady in Q1 2026 at 2,987 shares worth $89.2K. The position accounts for 0.03% of the portfolio, ranked #301.

DHJJ Financial Advisors first reported a position in PBJN in Q3 2024 and has held it in 7 quarters since. The position peaked at $89.8K in Q3 2025. 18 funds tracked by Wall St. Rank hold PBJN as of Q1 2026.

DHJJ Financial Advisors held 2,987 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $89.2K as of Q1 2026.
DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF - June share count unchanged in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - June made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #301 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 7 quarters since.
DHJJ Financial Advisors's PGIM US Large-Cap Buffer 20 ETF - June position peaked at $89.8K in Q3 2025.
18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.