JSA
PMSE

Jim Saulnier & Associates’s PGIM S&P 500 Max Buffer ETF - September PMSE Stock Holding History

Jim Saulnier & Associates’s Portfolio PMSE Stock Details PMSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$581K Hold
22,812
– – 0.28% 74
2025
Q4 		$582K Hold
22,812
– – 0.3% 74
2025
Q3 		$576K Buy
+22,812
New +$574K 0.32% 70

Other funds holding PMSE

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Jim Saulnier & Associates held its PGIM S&P 500 Max Buffer ETF - September (PMSE) position steady in Q1 2026 at 22,812 shares worth $581K. The position accounts for 0.28% of the portfolio, ranked #74.

Jim Saulnier & Associates first reported a position in PMSE in Q3 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 4 funds tracked by Wall St. Rank hold PMSE as of Q1 2026.

  • Jim Saulnier & Associates held 22,812 shares of PGIM S&P 500 Max Buffer ETF - September worth $581K as of Q1 2026.
  • Jim Saulnier & Associates left its PGIM S&P 500 Max Buffer ETF - September share count unchanged in Q1 2026.
  • PGIM S&P 500 Max Buffer ETF - September made up 0.28% of Jim Saulnier & Associates's portfolio in Q1 2026, its #74 holding.
  • Jim Saulnier & Associates first reported a position in PGIM S&P 500 Max Buffer ETF - September in Q3 2025 and has held it in 3 quarters since.
  • Jim Saulnier & Associates's PGIM S&P 500 Max Buffer ETF - September position peaked at $582K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held PGIM S&P 500 Max Buffer ETF - September as of Q1 2026.

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