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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,569	Closed	-$229K	–	209
2026 Q1	$229K	Buy	+7,569	New	+$228K	0.08%	97

Other funds holding PBMY

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

SWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

LeClair Wealth Partners sold out of PGIM US Large-Cap Buffer 20 ETF - May (PBMY) in Q2 2026, closing a stake of 7,569 shares — an estimated $229K sold.

LeClair Wealth Partners first reported a position in PBMY in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 14 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

LeClair Wealth Partners reported no remaining PGIM US Large-Cap Buffer 20 ETF - May position as of Q2 2026 after selling out during the quarter.
LeClair Wealth Partners sold 7,569 PGIM US Large-Cap Buffer 20 ETF - May shares in Q2 2026, an estimated $229K.
LeClair Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q1 2026 and held it in 1 quarter.
LeClair Wealth Partners's PGIM US Large-Cap Buffer 20 ETF - May position peaked at $229K in Q1 2026.
14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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