KPWS
PBMY

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

Kestra Private Wealth Services’s Portfolio PBMY Stock Details PBMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$472K Buy
15,587
+12
+0.1% +$362 0.01% 1242
2025
Q4 		$467K Hold
15,575
– – 0.01% 1200
2025
Q3 		$459K Hold
15,575
– – 0.01% 1141
2025
Q2 		$448K Buy
+15,575
New +$431K 0.01% 1089

Other funds holding PBMY

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Kestra Private Wealth Services's PBMY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 0.08% in Q1 2026, buying an estimated $362 and bringing the position to 15,587 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1242.

Kestra Private Wealth Services first reported a position in PBMY in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold PBMY as of Q1 2026.

  • Kestra Private Wealth Services held 15,587 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $472K as of Q1 2026.
  • Kestra Private Wealth Services bought 12 PGIM US Large-Cap Buffer 20 ETF - May shares in Q1 2026, an estimated $362.
  • PGIM US Large-Cap Buffer 20 ETF - May made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1242 holding.
  • Kestra Private Wealth Services first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.