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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$367K	Hold	11,188	–	–	﹤0.01%	2769
2026 Q2	$359K	Hold	11,188	–	–	﹤0.01%	2602
2026 Q1	$339K	Buy	11,188 +5,068	+83%	+$155K	﹤0.01%	2517
2025 Q4	$187K	Buy	+6,120	New	+$184K	﹤0.01%	2949

Other funds holding PBMR

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

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

Kestra Advisory Services held its PGIM US Large-Cap Buffer 20 ETF March (PBMR) position steady in Q3 2026 at 11,188 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Kestra Advisory Services first reported a position in PBMR in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold PBMR as of Q3 2026.

Kestra Advisory Services held 11,188 shares of PGIM US Large-Cap Buffer 20 ETF March worth $367K as of Q3 2026.
Kestra Advisory Services left its PGIM US Large-Cap Buffer 20 ETF March share count unchanged in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2769 holding.
Kestra Advisory Services first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q3 2026.

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