Great Valley Advisor Group’s PGIM Laddered Nasdaq-100 Buffer 12 ETF PBQQ Stock Holding History

Great Valley Advisor Group’s Portfolio PBQQ Stock Details PBQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Buy	+10,918	New	+$314K	0.01%	813

Other funds holding PBQQ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Great Valley Advisor Group's PBQQ Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) in Q1 2026: 10,918 shares worth $309K. The stake represents 0.01% of the portfolio and ranks #813 among its holdings.

13 funds tracked by Wall St. Rank hold PBQQ as of Q1 2026.

Great Valley Advisor Group held 10,918 shares of PGIM Laddered Nasdaq-100 Buffer 12 ETF worth $309K as of Q1 2026.
PGIM Laddered Nasdaq-100 Buffer 12 ETF was a new Great Valley Advisor Group position in Q1 2026.
PGIM Laddered Nasdaq-100 Buffer 12 ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #813 holding.
13 funds tracked by Wall St. Rank held PGIM Laddered Nasdaq-100 Buffer 12 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.