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 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

SWM

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

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

DFA

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

Kestra Advisory Services's PBDE Position: Q2 2026 in Review

Kestra Advisory Services reduced its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) stake by 1.6% in Q2 2026, selling an estimated $15.2K and leaving 30,550 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Kestra Advisory Services first reported a position in PBDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2025. 13 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

Kestra Advisory Services held 30,550 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $945K as of Q2 2026.
Kestra Advisory Services sold 500 PGIM US Large-Cap Buffer 20 ETF - December shares in Q2 2026, an estimated $15.2K.
PGIM US Large-Cap Buffer 20 ETF - December made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1870 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 7 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 Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.