Kestra Advisory Services’s PGIM US Large-Cap Buffer 20 ETF - December PBDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$855K	Sell	26,950 -3,600	-12%	-$113K	﹤0.01%	2074
2026 Q2	$945K	Sell	30,550 -500	-2%	-$15.2K	﹤0.01%	1870
2026 Q1	$901K	Hold	31,050	–	–	﹤0.01%	1806
2025 Q4	$915K	Sell	31,050 -16,257	-34%	-$472K	﹤0.01%	1723
2025 Q3	$1.35M	Sell	47,307 -1,650	-3%	-$46.2K	0.01%	1391
2025 Q2	$1.34M	Buy	48,957 +1,000	+2%	+$26.3K	0.01%	1310
2025 Q1	$1.25M	Buy	47,957 +25,200	+111%	+$667K	0.01%	1257
2024 Q4	$599K	Buy	+22,757	New	+$600K	﹤0.01%	1754

Other funds holding PBDE

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

BCGM Wealth Management Lafayette, Indiana $500M AUM 11.61% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Kestra Advisory Services's PBDE Position: Q3 2026 in Review

Kestra Advisory Services reduced its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) stake by 12% in Q3 2026, selling an estimated $113K and leaving 26,950 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Kestra Advisory Services first reported a position in PBDE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q3 2025. 13 funds tracked by Wall St. Rank hold PBDE as of Q3 2026.

Kestra Advisory Services held 26,950 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $855K as of Q3 2026.
Kestra Advisory Services sold 3,600 PGIM US Large-Cap Buffer 20 ETF - December shares in Q3 2026, an estimated $113K.
PGIM US Large-Cap Buffer 20 ETF - December made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2074 holding.
Kestra Advisory Services first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q4 2024 and has held it in 8 quarters since.
Kestra Advisory Services's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $1.35M in Q3 2025.
13 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.