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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119K	Buy	3,821 +2,010	+111%	+$62K	0.03%	290
2026 Q1	$54.8K	Hold	1,811	–	–	0.02%	380
2025 Q4	$54.4K	Sell	1,811 -200	-10%	-$5.94K	0.02%	369
2025 Q3	$59.3K	Hold	2,011	–	–	0.02%	336
2025 Q2	$57.8K	Sell	2,011 -19	-0.9%	-$526	0.02%	325
2025 Q1	$55.6K	Hold	2,030	–	–	0.02%	304
2024 Q4	$55.5K	Sell	2,030 -20	-1%	-$543	0.02%	298
2024 Q3	$55K	Buy	+2,050	New	+$54K	0.02%	290

Other funds holding PBMY

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

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

DHJJ Financial Advisors increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 111% in Q2 2026, buying an estimated $62K and bringing the position to 3,821 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #290.

DHJJ Financial Advisors first reported a position in PBMY in Q3 2024 and has held it in 8 quarters since. 3 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

DHJJ Financial Advisors held 3,821 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $119K as of Q2 2026.
DHJJ Financial Advisors bought 2,010 PGIM US Large-Cap Buffer 20 ETF - May shares in Q2 2026, an estimated $62K.
PGIM US Large-Cap Buffer 20 ETF - May made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #290 holding.
DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q3 2024 and has held it in 8 quarters since.
3 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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