IFG
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Independent Financial Group’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

Independent Financial Group’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
+6,439
New +$205K ﹤0.01% 1462

Other funds holding PBJA

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Independent Financial Group's PBJA Position: Q2 2026 in Review

Independent Financial Group opened a new position in PGIM US Large-Cap Buffer 20 ETF January (PBJA) in Q2 2026: 6,439 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings.

6 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

  • Independent Financial Group held 6,439 shares of PGIM US Large-Cap Buffer 20 ETF January worth $208K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF January was a new Independent Financial Group position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF January made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1462 holding.
  • 6 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.