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

Evergreen Wealth Solutions’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Buy
+8,712
New +$269K 0.02% 349

Other funds holding PBJA

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF January (PBJA) in Q1 2026: 8,712 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

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

  • Evergreen Wealth Solutions held 8,712 shares of PGIM US Large-Cap Buffer 20 ETF January worth $265K as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF January was a new Evergreen Wealth Solutions position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF January made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #349 holding.
  • 23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q1 2026.

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