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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810K	Buy	+26,957	New	+$822K	0.28%	41

Other funds holding PBFB

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

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

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF February (PBFB) in Q1 2026: 26,957 shares worth $810K. The stake represents 0.28% of the portfolio and ranks #41 among its holdings.

20 funds tracked by Wall St. Rank hold PBFB as of Q1 2026.

LeClair Wealth Partners held 26,957 shares of PGIM US Large-Cap Buffer 20 ETF February worth $810K as of Q1 2026.
PGIM US Large-Cap Buffer 20 ETF February was a new LeClair Wealth Partners position in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF February made up 0.28% of LeClair Wealth Partners's portfolio in Q1 2026, its #41 holding.
20 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q1 2026.

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