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
Q2 		$566K Buy
17,945
+9,700
+118% +$295K 0.03% 297
2026
Q1 		$239K Buy
+8,245
New +$243K 0.02% 369

Other funds holding PBDE

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $310M AUM
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) stake by 118% in Q2 2026, buying an estimated $295K and bringing the position to 17,945 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #297.

Evergreen Wealth Solutions first reported a position in PBDE in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

  • Evergreen Wealth Solutions held 17,945 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $566K as of Q2 2026.
  • Evergreen Wealth Solutions bought 9,700 PGIM US Large-Cap Buffer 20 ETF - December shares in Q2 2026, an estimated $295K.
  • PGIM US Large-Cap Buffer 20 ETF - December made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #297 holding.
  • Evergreen Wealth Solutions first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

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