LWP
PBNV

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

LeClair Wealth Partners’s Portfolio PBNV Stock Details PBNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-128,780
Closed -$3.72M – 213
2026
Q1 		$3.72M Buy
+128,780
New +$3.79M 1.29% 20

Other funds holding PBNV

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

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

LeClair Wealth Partners sold out of PGIM US Large-Cap Buffer 20 ETF - November (PBNV) in Q2 2026, closing a stake of 128,780 shares — an estimated $3.72M sold.

LeClair Wealth Partners first reported a position in PBNV in Q1 2026 and held it in 1 quarter. The position peaked at $3.72M in Q1 2026. 14 funds tracked by Wall St. Rank hold PBNV as of Q2 2026.

  • LeClair Wealth Partners reported no remaining PGIM US Large-Cap Buffer 20 ETF - November position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 128,780 PGIM US Large-Cap Buffer 20 ETF - November shares in Q2 2026, an estimated $3.72M.
  • LeClair Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF - November in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's PGIM US Large-Cap Buffer 20 ETF - November position peaked at $3.72M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - November as of Q2 2026.

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