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 Q3	$15.7M	Buy	492,699 +32,621	+7%	+$1.03M	1.59%	20
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

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BCGM Wealth Management Lafayette, Indiana $500M AUM 11.61% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Foguth Wealth Management's PBJL Position: Q3 2026 in Review

Foguth Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 7.1% in Q3 2026, buying an estimated $1.03M and bringing the position to 492,699 shares worth $15.7M. The position accounts for 1.59% of the portfolio, ranked #20.

Foguth Wealth Management first reported a position in PBJL in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold PBJL as of Q3 2026.

Foguth Wealth Management held 492,699 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $15.7M as of Q3 2026.
Foguth Wealth Management bought 32,621 PGIM US Large-Cap Buffer 20 ETF - July shares in Q3 2026, an estimated $1.03M.
PGIM US Large-Cap Buffer 20 ETF - July made up 1.59% of Foguth Wealth Management's portfolio in Q3 2026, its #20 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 4 quarters since.
12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.