DFA
PBSE

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

DHJJ Financial Advisors’s Portfolio PBSE Stock Details PBSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.8K Hold
1,547
– – 0.01% 418
2026
Q1 		$45.1K Hold
1,547
– – 0.01% 421
2025
Q4 		$45.6K Hold
1,547
– – 0.02% 395
2025
Q3 		$44.8K Buy
1,547
+563
+57% +$16K 0.02% 378
2025
Q2 		$27.3K Buy
984
+384
+64% +$10.2K 0.01% 436
2025
Q1 		$15.8K Hold
600
– – 0.01% 458
2024
Q4 		$15.9K Hold
600
– – 0.01% 445
2024
Q3 		$15.7K Buy
+600
New +$15.4K 0.01% 437

Other funds holding PBSE

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

DHJJ Financial Advisors held its PGIM US Large-Cap Buffer 20 ETF - September (PBSE) position steady in Q2 2026 at 1,547 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #418.

DHJJ Financial Advisors first reported a position in PBSE in Q3 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold PBSE as of Q2 2026.

  • DHJJ Financial Advisors held 1,547 shares of PGIM US Large-Cap Buffer 20 ETF - September worth $47.8K as of Q2 2026.
  • DHJJ Financial Advisors left its PGIM US Large-Cap Buffer 20 ETF - September share count unchanged in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - September made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #418 holding.
  • DHJJ Financial Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - September in Q3 2024 and has held it in 8 quarters since.
  • 5 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - September as of Q2 2026.

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