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 Q1	$254K	Buy	+8,367	New	+$256K	0.02%	356

Other funds holding PBMR

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) in Q1 2026: 8,367 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings.

16 funds tracked by Wall St. Rank hold PBMR as of Q1 2026.

Evergreen Wealth Solutions held 8,367 shares of PGIM US Large-Cap Buffer 20 ETF March worth $254K as of Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March was a new Evergreen Wealth Solutions position in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #356 holding.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q1 2026.

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