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

Evergreen Wealth Solutions’s Portfolio PBFB Stock Details PBFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$529K	Buy	16,300 +6,858	+73%	+$216K	0.03%	314
2026 Q1	$284K	Buy	+9,442	New	+$288K	0.02%	340

Other funds holding PBFB

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JSA

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its PGIM US Large-Cap Buffer 20 ETF February (PBFB) stake by 73% in Q2 2026, buying an estimated $216K and bringing the position to 16,300 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #314.

Evergreen Wealth Solutions first reported a position in PBFB in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PBFB as of Q2 2026.

Evergreen Wealth Solutions held 16,300 shares of PGIM US Large-Cap Buffer 20 ETF February worth $529K as of Q2 2026.
Evergreen Wealth Solutions bought 6,858 PGIM US Large-Cap Buffer 20 ETF February shares in Q2 2026, an estimated $216K.
PGIM US Large-Cap Buffer 20 ETF February made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #314 holding.
Evergreen Wealth Solutions first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2026 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q2 2026.

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