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 Q1	$229K	Buy	+7,569	New	+$228K	0.08%	97

Other funds holding PBMY

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 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

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

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

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

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) in Q1 2026: 7,569 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #97 among its holdings.

11 funds tracked by Wall St. Rank hold PBMY as of Q1 2026.

LeClair Wealth Partners held 7,569 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $229K as of Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - May was a new LeClair Wealth Partners position in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF - May made up 0.08% of LeClair Wealth Partners's portfolio in Q1 2026, its #97 holding.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q1 2026.

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