EWS
PBNV

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

Evergreen Wealth Solutions’s Portfolio PBNV Stock Details PBNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Buy
+14,925
New +$454K 0.02% 336

Other funds holding PBNV

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - November (PBNV) in Q2 2026: 14,925 shares worth $472K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

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

  • Evergreen Wealth Solutions held 14,925 shares of PGIM US Large-Cap Buffer 20 ETF - November worth $472K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - November was a new Evergreen Wealth Solutions position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - November made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #336 holding.
  • 14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - November as of Q2 2026.

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