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

Jim Saulnier & Associates’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	$2.73M	Sell	84,492 -5,665	-6%	-$180K	1.1%	20
2026 Q1	$2.74M	Buy	90,157 +48,756	+118%	+$1.51M	1.34%	21
2025 Q4	$1.28M	Buy	41,401 +3,566	+9%	+$109K	0.66%	38
2025 Q3	$1.14M	Hold	37,835	–	–	0.64%	42
2025 Q2	$1.1M	Hold	37,835	–	–	0.75%	36
2025 Q1	$1.05M	Buy	+37,835	New	+$1.06M	0.81%	36

Other funds holding PBJA

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

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

BWAM

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

SWM

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

KAS

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

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

Jim Saulnier & Associates reduced its PGIM US Large-Cap Buffer 20 ETF January (PBJA) stake by 6.3% in Q2 2026, selling an estimated $180K and leaving 84,492 shares worth $2.73M. The position accounts for 1.1% of the portfolio, ranked #20.

Jim Saulnier & Associates first reported a position in PBJA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.74M in Q1 2026. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

Jim Saulnier & Associates held 84,492 shares of PGIM US Large-Cap Buffer 20 ETF January worth $2.73M as of Q2 2026.
Jim Saulnier & Associates sold 5,665 PGIM US Large-Cap Buffer 20 ETF January shares in Q2 2026, an estimated $180K.
PGIM US Large-Cap Buffer 20 ETF January made up 1.1% of Jim Saulnier & Associates's portfolio in Q2 2026, its #20 holding.
Jim Saulnier & Associates first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q1 2025 and has held it in 6 quarters since.
Jim Saulnier & Associates's PGIM US Large-Cap Buffer 20 ETF January position peaked at $2.74M in Q1 2026.
21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

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