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

Jim Saulnier & Associates’s Portfolio PBDE Stock Details PBDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Hold	39,721	–	–	0.49%	45
2026 Q1	$1.15M	Hold	39,721	–	–	0.56%	45
2025 Q4	$1.17M	Buy	39,721 +17,577	+79%	+$510K	0.61%	43
2025 Q3	$634K	Hold	22,144	–	–	0.35%	65
2025 Q2	$607K	Hold	22,144	–	–	0.41%	54
2025 Q1	$575K	Hold	22,144	–	–	0.45%	54
2024 Q4	$583K	Buy	+22,144	New	+$584K	0.5%	41

Other funds holding PBDE

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Jim Saulnier & Associates's PBDE Position: Q2 2026 in Review

Jim Saulnier & Associates held its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) position steady in Q2 2026 at 39,721 shares worth $1.23M. The position accounts for 0.49% of the portfolio, ranked #45.

Jim Saulnier & Associates first reported a position in PBDE in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

Jim Saulnier & Associates held 39,721 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $1.23M as of Q2 2026.
Jim Saulnier & Associates left its PGIM US Large-Cap Buffer 20 ETF - December share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - December made up 0.49% of Jim Saulnier & Associates's portfolio in Q2 2026, its #45 holding.
Jim Saulnier & Associates first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.