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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Sell	14,675 -125	-0.8%	-$3.77K	﹤0.01%	2423
2026 Q1	$426K	Hold	14,800	–	–	﹤0.01%	2348
2025 Q4	$432K	Buy	+14,800	New	+$427K	﹤0.01%	2257
2025 Q3	–	Sell	-10,350	Closed	-$286K	–	3051
2025 Q2	$286K	Buy	+10,350	New	+$275K	﹤0.01%	2390

Other funds holding PBOC

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SWM

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

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

AAM

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

JSA

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

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

DFA

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

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

Kestra Advisory Services reduced its PGIM US Large-Cap Buffer 20 ETF - October (PBOC) stake by 0.84% in Q2 2026, selling an estimated $3.77K and leaving 14,675 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Kestra Advisory Services first reported a position in PBOC in Q2 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold PBOC as of Q2 2026.

Kestra Advisory Services held 14,675 shares of PGIM US Large-Cap Buffer 20 ETF - October worth $450K as of Q2 2026.
Kestra Advisory Services sold 125 PGIM US Large-Cap Buffer 20 ETF - October shares in Q2 2026, an estimated $3.77K.
PGIM US Large-Cap Buffer 20 ETF - October made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2423 holding.
Kestra Advisory Services first reported a position in PGIM US Large-Cap Buffer 20 ETF - October in Q2 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - October as of Q2 2026.

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