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 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 $81.2B AUM 27.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jim Saulnier & Associates held its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) position steady in Q1 2026 at 39,721 shares worth $1.15M. The position accounts for 0.56% of the portfolio, ranked #45.

Jim Saulnier & Associates first reported a position in PBDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 23 funds tracked by Wall St. Rank hold PBDE as of Q1 2026.

Jim Saulnier & Associates held 39,721 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $1.15M as of Q1 2026.
Jim Saulnier & Associates left its PGIM US Large-Cap Buffer 20 ETF - December share count unchanged in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - December made up 0.56% of Jim Saulnier & Associates's portfolio in Q1 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 6 quarters since.
Jim Saulnier & Associates's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $1.17M in Q4 2025.
23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q1 2026.

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