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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Buy	+18,674	New	+$577K	0.03%	286

Other funds holding PBJL

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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

BWAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

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

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

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

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q2 2026: 18,674 shares worth $596K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

16 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

Evergreen Wealth Solutions held 18,674 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $596K as of Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - July was a new Evergreen Wealth Solutions position in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - July made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #286 holding.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

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