Kestra Advisory Services’s PGIM US Large-Cap Buffer 12 ETF March MRCP Stock Holding History

Kestra Advisory Services’s Portfolio MRCP Stock Details MRCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,935	Closed	-$62K	–	4455
2025 Q4	$62K	Sell	1,935 -7,225	-79%	-$228K	﹤0.01%	3800
2025 Q3	$286K	Hold	9,160	–	–	﹤0.01%	2488
2025 Q2	$273K	Hold	9,160	–	–	﹤0.01%	2424
2025 Q1	$256K	Buy	+9,160	New	+$260K	﹤0.01%	2295

Other funds holding MRCP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

CFP

Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DFA

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

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Kestra Advisory Services's MRCP Position: Q1 2026 in Review

Kestra Advisory Services sold out of PGIM US Large-Cap Buffer 12 ETF March (MRCP) in Q1 2026, closing a stake of 1,935 shares — an estimated $62K sold.

Kestra Advisory Services first reported a position in MRCP in Q1 2025 and held it in 4 quarters. The position peaked at $286K in Q3 2025. 10 funds tracked by Wall St. Rank hold MRCP as of Q1 2026.

Kestra Advisory Services reported no remaining PGIM US Large-Cap Buffer 12 ETF March position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,935 PGIM US Large-Cap Buffer 12 ETF March shares in Q1 2026, an estimated $62K.
Kestra Advisory Services first reported a position in PGIM US Large-Cap Buffer 12 ETF March in Q1 2025 and held it in 4 quarters.
Kestra Advisory Services's PGIM US Large-Cap Buffer 12 ETF March position peaked at $286K in Q3 2025.
10 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF March as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.