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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Hold	12,123	–	–	0.11%	144
2026 Q1	$368K	Buy	12,123 +3,003	+33%	+$92K	0.12%	130
2025 Q4	$278K	Hold	9,120	–	–	0.09%	160
2025 Q3	$272K	Hold	9,120	–	–	0.09%	150
2025 Q2	$263K	Hold	9,120	–	–	0.1%	149
2025 Q1	$251K	Buy	9,120 +3,025	+50%	+$84K	0.1%	141
2024 Q4	$168K	Hold	6,095	–	–	0.07%	169
2024 Q3	$164K	Hold	6,095	–	–	0.06%	164
2024 Q2	$159K	Buy	+6,095	New	+$156K	0.07%	159

Other funds holding PBMR

JSA

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

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

BWAM

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

KAS

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

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF March (PBMR) position steady in Q2 2026 at 12,123 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #144.

DHJJ Financial Advisors first reported a position in PBMR in Q2 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

DHJJ Financial Advisors held 12,123 shares of PGIM US Large-Cap Buffer 20 ETF March worth $389K as of Q2 2026.
DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF March share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.11% of DHJJ Financial Advisors's portfolio in Q2 2026, its #144 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q2 2024 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

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