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

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

SWM

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

KPWS

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Jim Saulnier & Associates increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 0.07% in Q1 2026, buying an estimated $2.2K and bringing the position to 99,478 shares worth $3.01M. The position accounts for 1.47% of the portfolio, ranked #13.

Jim Saulnier & Associates first reported a position in PBMY in Q3 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold PBMY as of Q1 2026.

Jim Saulnier & Associates held 99,478 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $3.01M as of Q1 2026.
Jim Saulnier & Associates bought 73 PGIM US Large-Cap Buffer 20 ETF - May shares in Q1 2026, an estimated $2.2K.
PGIM US Large-Cap Buffer 20 ETF - May made up 1.47% of Jim Saulnier & Associates's portfolio in Q1 2026, its #13 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 7 quarters since.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q1 2026.

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