DFA
PBNV

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

DHJJ Financial Advisors’s Portfolio PBNV Stock Details PBNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.9K Hold
1,803
– – 0.02% 400
2026
Q1 		$52.1K Hold
1,803
– – 0.02% 389
2025
Q4 		$53K Buy
1,803
+808
+81% +$23.5K 0.02% 377
2025
Q3 		$28.8K Hold
995
– – 0.01% 447
2025
Q2 		$27.8K Hold
995
– – 0.01% 430
2025
Q1 		$26.4K Hold
995
– – 0.01% 401
2024
Q4 		$26.7K Buy
+995
New +$26.5K 0.01% 388

Other funds holding PBNV

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF - November (PBNV) position steady in Q2 2026 at 1,803 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #400.

DHJJ Financial Advisors first reported a position in PBNV in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold PBNV as of Q2 2026.

  • DHJJ Financial Advisors held 1,803 shares of PGIM US Large-Cap Buffer 20 ETF - November worth $55.9K as of Q2 2026.
  • DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF - November share count unchanged in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - November made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #400 holding.
  • DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - November in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - November as of Q2 2026.

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