FHC
PBSE

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

First Heartland Consultants’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
2025
Q2 		– Sell
-22,862
Closed -$601K – 525
2025
Q1 		$601K Buy
+22,862
New +$610K 0.06% 207

Other funds holding PBSE

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Heartland Consultants's PBSE Position: Q2 2025 in Review

First Heartland Consultants sold out of PGIM US Large-Cap Buffer 20 ETF - September (PBSE) in Q2 2025, closing a stake of 22,862 shares — an estimated $601K sold.

First Heartland Consultants first reported a position in PBSE in Q1 2025 and held it in 1 quarter. The position peaked at $601K in Q1 2025. 7 funds tracked by Wall St. Rank hold PBSE as of Q2 2025.

  • First Heartland Consultants reported no remaining PGIM US Large-Cap Buffer 20 ETF - September position as of Q2 2025 after selling out during the quarter.
  • First Heartland Consultants sold 22,862 PGIM US Large-Cap Buffer 20 ETF - September shares in Q2 2025, an estimated $601K.
  • First Heartland Consultants first reported a position in PGIM US Large-Cap Buffer 20 ETF - September in Q1 2025 and held it in 1 quarter.
  • First Heartland Consultants's PGIM US Large-Cap Buffer 20 ETF - September position peaked at $601K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - September as of Q2 2025.

Based on First Heartland Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.