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Jim Saulnier & Associates’s PGIM US Large-Cap Buffer 20 ETF April PBAP Stock Holding History

Jim Saulnier & Associates’s Portfolio PBAP Stock Details PBAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Sell
57,234
-3,200
-5% -$93.3K 0.82% 29
2025
Q4 		$1.75M Sell
60,434
-1,492
-2% -$42.7K 0.91% 26
2025
Q3 		$1.76M Hold
61,926
– – 0.98% 23
2025
Q2 		$1.72M Buy
61,926
+12,287
+25% +$330K 1.17% 22
2025
Q1 		$1.32M Hold
49,639
– – 1.03% 25
2024
Q4 		$1.35M Hold
49,639
– – 1.17% 21
2024
Q3 		$1.32M Buy
+49,639
New +$1.29M 1.3% 17

Other funds holding PBAP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jim Saulnier & Associates's PBAP Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its PGIM US Large-Cap Buffer 20 ETF April (PBAP) stake by 5.3% in Q1 2026, selling an estimated $93.3K and leaving 57,234 shares worth $1.68M. The position accounts for 0.82% of the portfolio, ranked #29.

Jim Saulnier & Associates first reported a position in PBAP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2025. 16 funds tracked by Wall St. Rank hold PBAP as of Q1 2026.

  • Jim Saulnier & Associates held 57,234 shares of PGIM US Large-Cap Buffer 20 ETF April worth $1.68M as of Q1 2026.
  • Jim Saulnier & Associates sold 3,200 PGIM US Large-Cap Buffer 20 ETF April shares in Q1 2026, an estimated $93.3K.
  • PGIM US Large-Cap Buffer 20 ETF April made up 0.82% of Jim Saulnier & Associates's portfolio in Q1 2026, its #29 holding.
  • Jim Saulnier & Associates first reported a position in PGIM US Large-Cap Buffer 20 ETF April in Q3 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's PGIM US Large-Cap Buffer 20 ETF April position peaked at $1.76M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF April as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.