Kestra Private Wealth Services
PBMY icon

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
Q3 		$496K Hold
15,587
– – 0.01% 1235
2026
Q2 		$486K Hold
15,587
– – 0.01% 1252
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

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Jim Saulnier & Associates
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Kestra Private Wealth Services's PBMY Position: Q3 2026 in Review

Kestra Private Wealth Services held its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) position steady in Q3 2026 at 15,587 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1235.

Kestra Private Wealth Services first reported a position in PBMY in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold PBMY as of Q3 2026.

  • Kestra Private Wealth Services held 15,587 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $496K as of Q3 2026.
  • Kestra Private Wealth Services left its PGIM US Large-Cap Buffer 20 ETF - May share count unchanged in Q3 2026.
  • PGIM US Large-Cap Buffer 20 ETF - May made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1235 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 6 quarters since.
  • 7 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.