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

Kestra Investment Management’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	$581K	Hold	18,761	–	–	0.01%	294
2026 Q1	$544K	Hold	18,761	–	–	0.01%	284
2025 Q4	$553K	Hold	18,761	–	–	0.01%	263
2025 Q3	$537K	Hold	18,761	–	–	0.01%	265
2025 Q2	$514K	Buy	+18,761	New	+$493K	0.01%	369

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Investment Management's PBDE Position: Q2 2026 in Review

Kestra Investment Management held its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) position steady in Q2 2026 at 18,761 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #294.

Kestra Investment Management first reported a position in PBDE in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

Kestra Investment Management held 18,761 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $581K as of Q2 2026.
Kestra Investment Management left its PGIM US Large-Cap Buffer 20 ETF - December share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - December made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #294 holding.
Kestra Investment Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q2 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.