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

LeClair Wealth Partners’s Portfolio PBAU Stock Details PBAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,483	Closed	-$311K	–	211
2026 Q1	$311K	Buy	+10,483	New	+$315K	0.11%	81

Other funds holding PBAU

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

LeClair Wealth Partners sold out of PGIM US Large-Cap Buffer 20 ETF - August (PBAU) in Q2 2026, closing a stake of 10,483 shares — an estimated $311K sold.

LeClair Wealth Partners first reported a position in PBAU in Q1 2026 and held it in 1 quarter. The position peaked at $311K in Q1 2026. 18 funds tracked by Wall St. Rank hold PBAU as of Q2 2026.

LeClair Wealth Partners reported no remaining PGIM US Large-Cap Buffer 20 ETF - August position as of Q2 2026 after selling out during the quarter.
LeClair Wealth Partners sold 10,483 PGIM US Large-Cap Buffer 20 ETF - August shares in Q2 2026, an estimated $311K.
LeClair Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF - August in Q1 2026 and held it in 1 quarter.
LeClair Wealth Partners's PGIM US Large-Cap Buffer 20 ETF - August position peaked at $311K in Q1 2026.
18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - August as of Q2 2026.

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