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

Evergreen Wealth Solutions’s Portfolio PBSE Stock Details PBSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Buy	+14,659	New	+$445K	0.02%	343

Other funds holding PBSE

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 20 ETF - September (PBSE) in Q2 2026: 14,659 shares worth $459K. The stake represents 0.02% of the portfolio and ranks #343 among its holdings.

9 funds tracked by Wall St. Rank hold PBSE as of Q2 2026.

Evergreen Wealth Solutions held 14,659 shares of PGIM US Large-Cap Buffer 20 ETF - September worth $459K as of Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - September was a new Evergreen Wealth Solutions position in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - September made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #343 holding.
9 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - September as of Q2 2026.

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