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

Kestra Private Wealth 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	$369K	Hold	11,417	–	–	﹤0.01%	1409
2026 Q1	$347K	Buy	11,417 +2,412	+27%	+$74.5K	﹤0.01%	1385
2025 Q4	$278K	Hold	9,005	–	–	﹤0.01%	1462
2025 Q3	$271K	Hold	9,005	–	–	﹤0.01%	1408
2025 Q2	$262K	Hold	9,005	–	–	﹤0.01%	1362
2025 Q1	$249K	Buy	+9,005	New	+$253K	﹤0.01%	1289

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

KAS

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

Kestra Private Wealth Services's PBJA Position: Q2 2026 in Review

Kestra Private Wealth Services held its PGIM US Large-Cap Buffer 20 ETF January (PBJA) position steady in Q2 2026 at 11,417 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Kestra Private Wealth Services first reported a position in PBJA in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

Kestra Private Wealth Services held 11,417 shares of PGIM US Large-Cap Buffer 20 ETF January worth $369K as of Q2 2026.
Kestra Private Wealth 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 Private Wealth Services's portfolio in Q2 2026, its #1409 holding.
Kestra Private Wealth Services first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q1 2025 and has held it in 6 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 Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.