Great Valley Advisor Group’s PGIM S&P 500 Max Buffer ETF - March PMMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Buy	7,971 +346	+5%	+$9.32K	﹤0.01%	963
2026 Q1	$202K	Buy	+7,625	New	+$202K	﹤0.01%	952

Other funds holding PMMR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Great Valley Advisor Group's PMMR Position: Q2 2026 in Review

Great Valley Advisor Group increased its PGIM S&P 500 Max Buffer ETF - March (PMMR) stake by 4.5% in Q2 2026, buying an estimated $9.32K and bringing the position to 7,971 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Great Valley Advisor Group first reported a position in PMMR in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold PMMR as of Q2 2026.

Great Valley Advisor Group held 7,971 shares of PGIM S&P 500 Max Buffer ETF - March worth $216K as of Q2 2026.
Great Valley Advisor Group bought 346 PGIM S&P 500 Max Buffer ETF - March shares in Q2 2026, an estimated $9.32K.
PGIM S&P 500 Max Buffer ETF - March made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #963 holding.
Great Valley Advisor Group first reported a position in PGIM S&P 500 Max Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held PGIM S&P 500 Max Buffer ETF - March as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.