LWP
PBJN

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

LeClair Wealth Partners’s Portfolio PBJN Stock Details PBJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$757K Buy
+25,355
New +$761K 0.26% 45

Other funds holding PBJN

Prudential Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF - June (PBJN) in Q1 2026: 25,355 shares worth $757K. The stake represents 0.26% of the portfolio and ranks #45 among its holdings.

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

  • LeClair Wealth Partners held 25,355 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $757K as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - June was a new LeClair Wealth Partners position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - June made up 0.26% of LeClair Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • 18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q1 2026.

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