EWS
PBOC

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

Evergreen Wealth Solutions’s Portfolio PBOC Stock Details PBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
+9,559
New +$288K 0.02% 422

Other funds holding PBOC

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - October (PBOC) in Q2 2026: 9,559 shares worth $298K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings.

15 funds tracked by Wall St. Rank hold PBOC as of Q2 2026.

  • Evergreen Wealth Solutions held 9,559 shares of PGIM US Large-Cap Buffer 20 ETF - October worth $298K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - October was a new Evergreen Wealth Solutions position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - October made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #422 holding.
  • 15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - October as of Q2 2026.

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