DFA
PBQQ

DHJJ Financial Advisors’s PGIM Laddered Nasdaq-100 Buffer 12 ETF PBQQ Stock Holding History

DHJJ Financial Advisors’s Portfolio PBQQ Stock Details PBQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Buy
12,734
+1,229
+11% +$37.8K 0.12% 135
2026
Q1 		$326K Buy
11,505
+6,614
+135% +$190K 0.11% 143
2025
Q4 		$141K Buy
4,891
+3,104
+174% +$88.2K 0.05% 232
2025
Q3 		$50.2K Buy
1,787
+886
+98% +$24.3K 0.02% 368
2025
Q2 		$24.1K Buy
901
+490
+119% +$12.3K 0.01% 448
2025
Q1 		$10K Buy
+411
New +$10.3K ﹤0.01% 514

Other funds holding PBQQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $1.03B AUM 34.9% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

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

DHJJ Financial Advisors increased its PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) stake by 11% in Q2 2026, buying an estimated $37.8K and bringing the position to 12,734 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #135.

DHJJ Financial Advisors first reported a position in PBQQ in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold PBQQ as of Q2 2026.

  • DHJJ Financial Advisors held 12,734 shares of PGIM Laddered Nasdaq-100 Buffer 12 ETF worth $401K as of Q2 2026.
  • DHJJ Financial Advisors bought 1,229 PGIM Laddered Nasdaq-100 Buffer 12 ETF shares in Q2 2026, an estimated $37.8K.
  • PGIM Laddered Nasdaq-100 Buffer 12 ETF made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • DHJJ Financial Advisors first reported a position in PGIM Laddered Nasdaq-100 Buffer 12 ETF in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held PGIM Laddered Nasdaq-100 Buffer 12 ETF as of Q2 2026.

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