BFC Planning, Inc.’s PGIM US Large-Cap Buffer 20 ETF - December PBDE Stock Holding History

BFC Planning, Inc.’s Portfolio PBDE Stock Details PBDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172K	Hold	5,558	–	–	0.01%	997
2026 Q1	$161K	Hold	5,558	–	–	0.01%	947
2025 Q4	$164K	Hold	5,558	–	–	0.01%	946
2025 Q3	$159K	Hold	5,558	–	–	0.01%	758
2025 Q2	$152K	Sell	5,558 -327	-6%	-$8.59K	0.01%	728
2025 Q1	$153K	Hold	5,885	–	–	0.01%	714
2024 Q4	$155K	Buy	+5,885	New	+$155K	0.01%	702

Other funds holding PBDE

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s PBDE Position: Q2 2026 in Review

BFC Planning, Inc. held its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) position steady in Q2 2026 at 5,558 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #997.

BFC Planning, Inc. first reported a position in PBDE in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

BFC Planning, Inc. held 5,558 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $172K as of Q2 2026.
BFC Planning, Inc. left its PGIM US Large-Cap Buffer 20 ETF - December share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - December made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #997 holding.
BFC Planning, Inc. first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q4 2024 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.