IFS Advisors’s PGIM US Large-Cap Buffer 20 ETF - June PBJN Stock Holding History

IFS Advisors’s Portfolio PBJN Stock Details PBJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$261K	Buy	+8,311	New	+$259K	0.08%	93

Other funds holding PBJN

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

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

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

Barnes Dennig Private Wealth Management Cincinnati, Ohio $119M AUM 54.96% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

IFS Advisors's PBJN Position: Q3 2026 in Review

IFS Advisors opened a new position in PGIM US Large-Cap Buffer 20 ETF - June (PBJN) in Q3 2026: 8,311 shares worth $261K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings.

14 funds tracked by Wall St. Rank hold PBJN as of Q3 2026.

IFS Advisors held 8,311 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $261K as of Q3 2026.
PGIM US Large-Cap Buffer 20 ETF - June was a new IFS Advisors position in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF - June made up 0.08% of IFS Advisors's portfolio in Q3 2026, its #93 holding.
14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.