LWP
PBDE

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

LeClair Wealth Partners’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
2026
Q1 		$2.04M Buy
+70,321
New +$2.07M 0.7% 23

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $374B AUM 17.66% 1-Year Est. Return

LeClair Wealth Partners's PBDE Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF - December (PBDE) in Q1 2026: 70,321 shares worth $2.04M. The stake represents 0.7% of the portfolio and ranks #23 among its holdings.

23 funds tracked by Wall St. Rank hold PBDE as of Q1 2026.

  • LeClair Wealth Partners held 70,321 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $2.04M as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - December was a new LeClair Wealth Partners position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - December made up 0.7% of LeClair Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • 23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.