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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$938K	Hold	29,062	–	–	﹤0.01%	1885
2026 Q1	$884K	Buy	29,062 +1,822	+7%	+$56.2K	﹤0.01%	1822
2025 Q4	$841K	Sell	27,240 -275	-1%	-$8.37K	﹤0.01%	1776
2025 Q3	$829K	Sell	27,515 -300	-1%	-$8.88K	﹤0.01%	1714
2025 Q2	$809K	Hold	27,815	–	–	﹤0.01%	1628
2025 Q1	$769K	Buy	27,815 +9,300	+50%	+$261K	﹤0.01%	1549
2024 Q4	$518K	Buy	+18,515	New	+$513K	﹤0.01%	1856

Other funds holding PBJA

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

BWAM

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

AAM

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

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

JSA

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

SWM

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

Kestra Advisory Services held its PGIM US Large-Cap Buffer 20 ETF January (PBJA) position steady in Q2 2026 at 29,062 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Kestra Advisory Services first reported a position in PBJA in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

Kestra Advisory Services held 29,062 shares of PGIM US Large-Cap Buffer 20 ETF January worth $938K as of Q2 2026.
Kestra Advisory Services left its PGIM US Large-Cap Buffer 20 ETF January share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF January made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1885 holding.
Kestra Advisory Services first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q4 2024 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

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