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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
Q1 		$4.86M Buy
+159,830
New +$4.93M 1.68% 18

Other funds holding PBJA

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF January (PBJA) in Q1 2026: 159,830 shares worth $4.86M. The stake represents 1.68% of the portfolio and ranks #18 among its holdings.

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

  • LeClair Wealth Partners held 159,830 shares of PGIM US Large-Cap Buffer 20 ETF January worth $4.86M as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF January was a new LeClair Wealth Partners position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF January made up 1.68% of LeClair Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • 23 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q1 2026.

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