LEFP
PBDE

Leading Edge Financial Planning’s PGIM US Large-Cap Buffer 20 ETF - December PBDE Stock Holding History

Leading Edge Financial Planning’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
2025
Q3 		– Sell
-8,203
Closed -$225K – 66
2025
Q2 		$225K Sell
8,203
-54
-0.7% -$1.42K 0.06% 51
2025
Q1 		$215K Buy
+8,257
New +$219K 0.07% 55

Other funds holding PBDE

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leading Edge Financial Planning's PBDE Position: Q3 2025 in Review

Leading Edge Financial Planning sold out of PGIM US Large-Cap Buffer 20 ETF - December (PBDE) in Q3 2025, closing a stake of 8,203 shares — an estimated $225K sold.

Leading Edge Financial Planning first reported a position in PBDE in Q1 2025 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 15 funds tracked by Wall St. Rank hold PBDE as of Q3 2025.

  • Leading Edge Financial Planning reported no remaining PGIM US Large-Cap Buffer 20 ETF - December position as of Q3 2025 after selling out during the quarter.
  • Leading Edge Financial Planning sold 8,203 PGIM US Large-Cap Buffer 20 ETF - December shares in Q3 2025, an estimated $225K.
  • Leading Edge Financial Planning first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q1 2025 and held it in 2 quarters.
  • Leading Edge Financial Planning's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $225K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q3 2025.

Based on Leading Edge Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.