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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
Q1 		$284K Buy
+9,442
New +$288K 0.02% 340

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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
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Cetera Investment Advisers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF February (PBFB) in Q1 2026: 9,442 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings.

20 funds tracked by Wall St. Rank hold PBFB as of Q1 2026.

  • Evergreen Wealth Solutions held 9,442 shares of PGIM US Large-Cap Buffer 20 ETF February worth $284K as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF February was a new Evergreen Wealth Solutions position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF February made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #340 holding.
  • 20 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q1 2026.

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