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

LeClair Wealth Partners’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-159,830
Closed -$4.86M – 168
2026
Q1 		$4.86M Buy
+159,830
New +$4.93M 1.68% 18

Other funds holding PBJA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

LeClair Wealth Partners sold out of PGIM US Large-Cap Buffer 20 ETF January (PBJA) in Q2 2026, closing a stake of 159,830 shares — an estimated $4.86M sold.

LeClair Wealth Partners first reported a position in PBJA in Q1 2026 and held it in 1 quarter. The position peaked at $4.86M in Q1 2026. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

  • LeClair Wealth Partners reported no remaining PGIM US Large-Cap Buffer 20 ETF January position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 159,830 PGIM US Large-Cap Buffer 20 ETF January shares in Q2 2026, an estimated $4.86M.
  • LeClair Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's PGIM US Large-Cap Buffer 20 ETF January position peaked at $4.86M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

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