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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Hold	45,254	–	–	0.56%	37
2026 Q1	$1.3M	Hold	45,254	–	–	0.63%	38
2025 Q4	$1.32M	Buy	45,254 +14,474	+47%	+$418K	0.68%	37
2025 Q3	$881K	Hold	30,780	–	–	0.49%	51
2025 Q2	$851K	Hold	30,780	–	–	0.58%	44
2025 Q1	$806K	Hold	30,780	–	–	0.63%	40
2024 Q4	$815K	Buy	+30,780	New	+$813K	0.7%	33

Other funds holding PBOC

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

AAM

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

KAS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DFA

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

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

Jim Saulnier & Associates held its PGIM US Large-Cap Buffer 20 ETF - October (PBOC) position steady in Q2 2026 at 45,254 shares worth $1.39M. The position accounts for 0.56% of the portfolio, ranked #37.

Jim Saulnier & Associates first reported a position in PBOC in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold PBOC as of Q2 2026.

Jim Saulnier & Associates held 45,254 shares of PGIM US Large-Cap Buffer 20 ETF - October worth $1.39M as of Q2 2026.
Jim Saulnier & Associates left its PGIM US Large-Cap Buffer 20 ETF - October share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - October made up 0.56% of Jim Saulnier & Associates's portfolio in Q2 2026, its #37 holding.
Jim Saulnier & Associates first reported a position in PGIM US Large-Cap Buffer 20 ETF - October in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - October as of Q2 2026.

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