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

Evergreen Wealth Solutions’s Portfolio PBMR Stock Details PBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$532K Buy
16,330
+7,963
+95% +$252K 0.03% 312
2026
Q1 		$254K Buy
+8,367
New +$256K 0.02% 356

Other funds holding PBMR

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 95% in Q2 2026, buying an estimated $252K and bringing the position to 16,330 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #312.

Evergreen Wealth Solutions first reported a position in PBMR in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

  • Evergreen Wealth Solutions held 16,330 shares of PGIM US Large-Cap Buffer 20 ETF March worth $532K as of Q2 2026.
  • Evergreen Wealth Solutions bought 7,963 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $252K.
  • PGIM US Large-Cap Buffer 20 ETF March made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #312 holding.
  • Evergreen Wealth Solutions first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

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