EverSource Wealth Advisors’s PGIM US Large-Cap Buffer 12 ETF February FEBP Stock Holding History

EverSource Wealth Advisors’s Portfolio FEBP Stock Details FEBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3K	Sell	332 -141	-30%	-$4.7K	﹤0.01%	2836
2026 Q1	$14.8K	Sell	473 -25	-5%	-$800	﹤0.01%	2688
2025 Q4	$15.9K	Sell	498 -155	-24%	-$4.85K	﹤0.01%	2543
2025 Q3	$20.2K	Sell	653 -147	-18%	-$4.44K	﹤0.01%	2343
2025 Q2	$23.6K	Hold	800	–	–	﹤0.01%	2174
2025 Q1	$22K	Hold	800	–	–	﹤0.01%	1638
2024 Q4	$22.7K	Hold	800	–	–	﹤0.01%	1551
2024 Q3	$22.2K	Sell	800 -309	-28%	-$8.4K	﹤0.01%	1436
2024 Q2	$30.1K	Sell	1,109 -540	-33%	-$14.2K	﹤0.01%	1320
2024 Q1	$42.3K	Buy	+1,649	New	+$42.3K	﹤0.01%	1049

Other funds holding FEBP

CFP

Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's FEBP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PGIM US Large-Cap Buffer 12 ETF February (FEBP) stake by 30% in Q2 2026, selling an estimated $4.7K and leaving 332 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

EverSource Wealth Advisors first reported a position in FEBP in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.3K in Q1 2024. 5 funds tracked by Wall St. Rank hold FEBP as of Q2 2026.

EverSource Wealth Advisors held 332 shares of PGIM US Large-Cap Buffer 12 ETF February worth $11.3K as of Q2 2026.
EverSource Wealth Advisors sold 141 PGIM US Large-Cap Buffer 12 ETF February shares in Q2 2026, an estimated $4.7K.
PGIM US Large-Cap Buffer 12 ETF February made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2836 holding.
EverSource Wealth Advisors first reported a position in PGIM US Large-Cap Buffer 12 ETF February in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's PGIM US Large-Cap Buffer 12 ETF February position peaked at $42.3K in Q1 2024.
5 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF February as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.