HI
PBJL

Harbour Investments’s PGIM US Large-Cap Buffer 20 ETF - July PBJL Stock Holding History

Harbour Investments’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
2025
Q2 		– Sell
-7,774
Closed -$207K – 3740
2025
Q1 		$207K Hold
7,774
– – 0.01% 1085
2024
Q4 		$209K Hold
7,774
– – 0.01% 1018
2024
Q3 		$205K Buy
+7,774
New +$200K 0.01% 1007

Other funds holding PBJL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Harbour Investments's PBJL Position: Q2 2025 in Review

Harbour Investments sold out of PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q2 2025, closing a stake of 7,774 shares — an estimated $207K sold.

Harbour Investments first reported a position in PBJL in Q3 2024 and held it in 3 quarters. The position peaked at $209K in Q4 2024. 12 funds tracked by Wall St. Rank hold PBJL as of Q2 2025.

  • Harbour Investments reported no remaining PGIM US Large-Cap Buffer 20 ETF - July position as of Q2 2025 after selling out during the quarter.
  • Harbour Investments sold 7,774 PGIM US Large-Cap Buffer 20 ETF - July shares in Q2 2025, an estimated $207K.
  • Harbour Investments first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2024 and held it in 3 quarters.
  • Harbour Investments's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $209K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.