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

Foguth Wealth Management’s Portfolio PBOC Stock Details PBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.7M	Buy	497,039 +32,936	+7%	+$1.02M	1.59%	21
2026 Q2	$14.3M	Buy	464,103 +27,752	+6%	+$836K	1.62%	19
2026 Q1	$13.3M	Buy	436,351 +3,996	+0.9%	+$117K	1.56%	19
2025 Q4	$12.6M	Buy	+432,355	New	+$12.5M	1.96%	15

Other funds holding PBOC

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

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

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

Foguth Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - October (PBOC) stake by 7.1% in Q3 2026, buying an estimated $1.02M and bringing the position to 497,039 shares worth $15.7M. The position accounts for 1.59% of the portfolio, ranked #21.

Foguth Wealth Management first reported a position in PBOC in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold PBOC as of Q3 2026.

Foguth Wealth Management held 497,039 shares of PGIM US Large-Cap Buffer 20 ETF - October worth $15.7M as of Q3 2026.
Foguth Wealth Management bought 32,936 PGIM US Large-Cap Buffer 20 ETF - October shares in Q3 2026, an estimated $1.02M.
PGIM US Large-Cap Buffer 20 ETF - October made up 1.59% of Foguth Wealth Management's portfolio in Q3 2026, its #21 holding.
Foguth Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - October in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - October as of Q3 2026.

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