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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82M	Buy	154,475 +54,997	+55%	+$1.7M	1.94%	7
2026 Q1	$3.01M	Buy	99,478 +73	+0.1%	+$2.2K	1.47%	13
2025 Q4	$2.98M	Hold	99,405	–	–	1.55%	14
2025 Q3	$2.93M	Sell	99,405 -17	-0%	-$495	1.63%	14
2025 Q2	$2.86M	Buy	99,422 +31,758	+47%	+$880K	1.95%	13
2025 Q1	$1.85M	Sell	67,664 -10,788	-14%	-$297K	1.44%	18
2024 Q4	$2.14M	Hold	78,452	–	–	1.85%	13
2024 Q3	$2.1M	Buy	+78,452	New	+$2.07M	2.06%	12

Other funds holding PBMY

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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

SWM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

EWS

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

KPWS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Jim Saulnier & Associates increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 55% in Q2 2026, buying an estimated $1.7M and bringing the position to 154,475 shares worth $4.82M. The position accounts for 1.94% of the portfolio, ranked #7.

Jim Saulnier & Associates first reported a position in PBMY in Q3 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

Jim Saulnier & Associates held 154,475 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $4.82M as of Q2 2026.
Jim Saulnier & Associates bought 54,997 PGIM US Large-Cap Buffer 20 ETF - May shares in Q2 2026, an estimated $1.7M.
PGIM US Large-Cap Buffer 20 ETF - May made up 1.94% of Jim Saulnier & Associates's portfolio in Q2 2026, its #7 holding.
Jim Saulnier & Associates first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q3 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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