FHC
PBJA icon

First Heartland Consultants’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

First Heartland Consultants’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Buy
+10,457
New +$333K 0.02% 429

Other funds holding PBJA

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

First Heartland Consultants's PBJA Position: Q2 2026 in Review

First Heartland Consultants opened a new position in PGIM US Large-Cap Buffer 20 ETF January (PBJA) in Q2 2026: 10,457 shares worth $338K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

6 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

  • First Heartland Consultants held 10,457 shares of PGIM US Large-Cap Buffer 20 ETF January worth $338K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF January was a new First Heartland Consultants position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF January made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #429 holding.
  • 6 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.