EWS
PBDE

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

Evergreen Wealth Solutions’s Portfolio PBDE Stock Details PBDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Buy
+8,245
New +$243K 0.02% 369

Other funds holding PBDE

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - December (PBDE) in Q1 2026: 8,245 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings.

23 funds tracked by Wall St. Rank hold PBDE as of Q1 2026.

  • Evergreen Wealth Solutions held 8,245 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $239K as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - December was a new Evergreen Wealth Solutions position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - December made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #369 holding.
  • 23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q1 2026.

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