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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Buy	+9,098	New	+$273K	0.09%	91

Other funds holding PBJL

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

JSA

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SWM

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

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

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

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q1 2026: 9,098 shares worth $270K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings.

18 funds tracked by Wall St. Rank hold PBJL as of Q1 2026.

LeClair Wealth Partners held 9,098 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $270K as of Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - July was a new LeClair Wealth Partners position in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - July made up 0.09% of LeClair Wealth Partners's portfolio in Q1 2026, its #91 holding.
18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q1 2026.

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