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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
Q2 		$518K Buy
15,767
+7,055
+81% +$224K 0.03% 316
2026
Q1 		$265K Buy
+8,712
New +$269K 0.02% 349

Other funds holding PBJA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its PGIM US Large-Cap Buffer 20 ETF January (PBJA) stake by 81% in Q2 2026, buying an estimated $224K and bringing the position to 15,767 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #316.

Evergreen Wealth Solutions first reported a position in PBJA in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

  • Evergreen Wealth Solutions held 15,767 shares of PGIM US Large-Cap Buffer 20 ETF January worth $518K as of Q2 2026.
  • Evergreen Wealth Solutions bought 7,055 PGIM US Large-Cap Buffer 20 ETF January shares in Q2 2026, an estimated $224K.
  • PGIM US Large-Cap Buffer 20 ETF January made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #316 holding.
  • Evergreen Wealth Solutions first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

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