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
Q2 		$1.53M Buy
47,574
+24,581
+107% +$760K 0.08% 157
2026
Q1 		$682K Buy
+22,993
New +$691K 0.05% 207

Other funds holding PBAU

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $31B AUM 28.39% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Evergreen Wealth Solutions's PBAU Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its PGIM US Large-Cap Buffer 20 ETF - August (PBAU) stake by 107% in Q2 2026, buying an estimated $760K and bringing the position to 47,574 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #157.

Evergreen Wealth Solutions first reported a position in PBAU in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold PBAU as of Q2 2026.

  • Evergreen Wealth Solutions held 47,574 shares of PGIM US Large-Cap Buffer 20 ETF - August worth $1.53M as of Q2 2026.
  • Evergreen Wealth Solutions bought 24,581 PGIM US Large-Cap Buffer 20 ETF - August shares in Q2 2026, an estimated $760K.
  • PGIM US Large-Cap Buffer 20 ETF - August made up 0.08% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #157 holding.
  • Evergreen Wealth Solutions first reported a position in PGIM US Large-Cap Buffer 20 ETF - August in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - August as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.