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LeClair Wealth Partners’s PGIM US Large-Cap Buffer 20 ETF April PBAP Stock Holding History

LeClair Wealth Partners’s Portfolio PBAP Stock Details PBAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,619
Closed -$1.16M – 207
2026
Q1 		$1.16M Buy
+39,619
New +$1.16M 0.4% 31

Other funds holding PBAP

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

LeClair Wealth Partners's PBAP Position: Q2 2026 in Review

LeClair Wealth Partners sold out of PGIM US Large-Cap Buffer 20 ETF April (PBAP) in Q2 2026, closing a stake of 39,619 shares — an estimated $1.16M sold.

LeClair Wealth Partners first reported a position in PBAP in Q1 2026 and held it in 1 quarter. The position peaked at $1.16M in Q1 2026. 15 funds tracked by Wall St. Rank hold PBAP as of Q2 2026.

  • LeClair Wealth Partners reported no remaining PGIM US Large-Cap Buffer 20 ETF April position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 39,619 PGIM US Large-Cap Buffer 20 ETF April shares in Q2 2026, an estimated $1.16M.
  • LeClair Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF April in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's PGIM US Large-Cap Buffer 20 ETF April position peaked at $1.16M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF April as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.