EWS
PBAU

Evergreen Wealth Solutions’s PGIM US Large-Cap Buffer 20 ETF - August PBAU Stock Holding History

Evergreen Wealth Solutions’s Portfolio PBAU Stock Details PBAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$682K Buy
+22,993
New +$691K 0.05% 207

Other funds holding PBAU

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Evergreen Wealth Solutions's PBAU Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - August (PBAU) in Q1 2026: 22,993 shares worth $682K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

17 funds tracked by Wall St. Rank hold PBAU as of Q1 2026.

  • Evergreen Wealth Solutions held 22,993 shares of PGIM US Large-Cap Buffer 20 ETF - August worth $682K as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - August was a new Evergreen Wealth Solutions position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - August made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #207 holding.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - August as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.