FWM
PBJL

Foguth Wealth Management’s PGIM US Large-Cap Buffer 20 ETF - July PBJL Stock Holding History

Foguth Wealth Management’s Portfolio PBJL Stock Details PBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4M Buy
460,078
+25,634
+6% +$792K 1.64% 17
2026
Q1 		$13.5M Buy
434,444
+3,094
+0.7% +$92.8K 1.58% 18
2025
Q4 		$12.9M Buy
+431,350
New +$12.8M 2% 14

Other funds holding PBJL

JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Foguth Wealth Management's PBJL Position: Q2 2026 in Review

Foguth Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 5.9% in Q2 2026, buying an estimated $792K and bringing the position to 460,078 shares worth $14.4M. The position accounts for 1.64% of the portfolio, ranked #17.

Foguth Wealth Management first reported a position in PBJL in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

  • Foguth Wealth Management held 460,078 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $14.4M as of Q2 2026.
  • Foguth Wealth Management bought 25,634 PGIM US Large-Cap Buffer 20 ETF - July shares in Q2 2026, an estimated $792K.
  • PGIM US Large-Cap Buffer 20 ETF - July made up 1.64% of Foguth Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Foguth Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.