Kestra Private Wealth Services’s PGIM US Large-Cap Buffer 20 ETF - December PBDE Stock Holding History

Kestra Private Wealth 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	$1.15M	Hold	37,022	–	–	0.01%	831
2026 Q1	$1.07M	Hold	37,022	–	–	0.01%	805
2025 Q4	$1.09M	Buy	37,022 +16,607	+81%	+$482K	0.01%	776
2025 Q3	$585K	Sell	20,415 -44	-0.2%	-$1.23K	0.01%	1031
2025 Q2	$561K	Sell	20,459 -18,911	-48%	-$497K	0.01%	979
2025 Q1	$1.02M	Hold	39,370	–	–	0.02%	674
2024 Q4	$1.04M	Buy	+39,370	New	+$1.04M	0.02%	636

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

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

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 Private Wealth Services's PBDE Position: Q2 2026 in Review

Kestra Private Wealth Services held its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) position steady in Q2 2026 at 37,022 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #831.

Kestra Private Wealth Services first reported a position in PBDE in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

Kestra Private Wealth Services held 37,022 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $1.15M as of Q2 2026.
Kestra Private Wealth Services 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 Private Wealth Services's portfolio in Q2 2026, its #831 holding.
Kestra Private Wealth 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.
13 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

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