EWS
PBMY

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

Evergreen Wealth Solutions’s Portfolio PBMY Stock Details PBMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$573K Buy
+18,045
New +$556K 0.03% 293

Other funds holding PBMY

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) in Q2 2026: 18,045 shares worth $573K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings.

14 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

  • Evergreen Wealth Solutions held 18,045 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $573K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - May was a new Evergreen Wealth Solutions position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - May made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #293 holding.
  • 14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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