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

Jim Saulnier & Associates’s Portfolio PBMR Stock Details PBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Sell
91,628
-3,162
-3% -$100K 1.18% 18
2026
Q1 		$2.87M Buy
94,790
+22,071
+30% +$676K 1.4% 17
2025
Q4 		$2.22M Sell
72,719
-2,848
-4% -$85.6K 1.15% 21
2025
Q3 		$2.25M Hold
75,567
– – 1.26% 19
2025
Q2 		$2.18M Hold
75,567
– – 1.49% 17
2025
Q1 		$2.08M Buy
75,567
+63,496
+526% +$1.76M 1.62% 15
2024
Q4 		$332K Hold
12,071
– – 0.29% 61
2024
Q3 		$325K Buy
+12,071
New +$319K 0.32% 58

Other funds holding PBMR

Commonwealth Equity Services
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
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Jim Saulnier & Associates reduced its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 3.3% in Q2 2026, selling an estimated $100K and leaving 91,628 shares worth $2.94M. The position accounts for 1.18% of the portfolio, ranked #18.

Jim Saulnier & Associates first reported a position in PBMR in Q3 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

  • Jim Saulnier & Associates held 91,628 shares of PGIM US Large-Cap Buffer 20 ETF March worth $2.94M as of Q2 2026.
  • Jim Saulnier & Associates sold 3,162 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $100K.
  • PGIM US Large-Cap Buffer 20 ETF March made up 1.18% of Jim Saulnier & Associates's portfolio in Q2 2026, its #18 holding.
  • Jim Saulnier & Associates first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q3 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

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