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
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 $324B AUM 22.36% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

DHJJ Financial Advisors increased its PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) stake by 135% in Q1 2026, buying an estimated $190K and bringing the position to 11,505 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #143.

DHJJ Financial Advisors first reported a position in PBQQ in Q1 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold PBQQ as of Q1 2026.

  • DHJJ Financial Advisors held 11,505 shares of PGIM Laddered Nasdaq-100 Buffer 12 ETF worth $326K as of Q1 2026.
  • DHJJ Financial Advisors bought 6,614 PGIM Laddered Nasdaq-100 Buffer 12 ETF shares in Q1 2026, an estimated $190K.
  • PGIM Laddered Nasdaq-100 Buffer 12 ETF made up 0.11% of DHJJ Financial Advisors's portfolio in Q1 2026, its #143 holding.
  • DHJJ Financial Advisors first reported a position in PGIM Laddered Nasdaq-100 Buffer 12 ETF in Q1 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held PGIM Laddered Nasdaq-100 Buffer 12 ETF as of Q1 2026.

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