EWS
PBJN

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

Evergreen Wealth Solutions’s Portfolio PBJN Stock Details PBJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Buy
+27,136
New +$832K 0.04% 229

Other funds holding PBJN

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - June (PBJN) in Q2 2026: 27,136 shares worth $855K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings.

22 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

  • Evergreen Wealth Solutions held 27,136 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $855K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - June was a new Evergreen Wealth Solutions position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - June made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #229 holding.
  • 22 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

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