DHJJ Financial Advisors’s PGIM S&P 500 Max Buffer ETF - February PMFB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	661	–	–	0.01%	552
2026 Q1	$17.5K	Buy	661 +261	+65%	+$6.96K	0.01%	544
2025 Q4	$10.6K	Hold	400	–	–	﹤0.01%	570
2025 Q3	$10.4K	Hold	400	–	–	﹤0.01%	555
2025 Q2	$10.2K	Hold	400	–	–	﹤0.01%	545
2025 Q1	$9.89K	Buy	+400	New	+$9.96K	﹤0.01%	515

Other funds holding PMFB

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

DHJJ Financial Advisors held its PGIM S&P 500 Max Buffer ETF - February (PMFB) position steady in Q2 2026 at 661 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #552.

DHJJ Financial Advisors first reported a position in PMFB in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold PMFB as of Q2 2026.

DHJJ Financial Advisors held 661 shares of PGIM S&P 500 Max Buffer ETF - February worth $18K as of Q2 2026.
DHJJ Financial Advisors left its PGIM S&P 500 Max Buffer ETF - February share count unchanged in Q2 2026.
PGIM S&P 500 Max Buffer ETF - February made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #552 holding.
DHJJ Financial Advisors first reported a position in PGIM S&P 500 Max Buffer ETF - February in Q1 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held PGIM S&P 500 Max Buffer ETF - February as of Q2 2026.

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