LIWM
PBJL

Long Island Wealth Management’s PGIM US Large-Cap Buffer 20 ETF - July PBJL Stock Holding History

Long Island Wealth Management’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
Q2 		$533K Buy
17,034
+9,921
+139% +$306K 0.22% 55
2026
Q1 		$211K Hold
7,113
– – 0.1% 86
2025
Q4 		$213K Hold
7,113
– – 0.1% 84
2025
Q3 		$209K Buy
+7,113
New +$206K 0.1% 83

Other funds holding PBJL

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $473M AUM 19.65% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Long Island Wealth Management's PBJL Position: Q2 2026 in Review

Long Island Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 139% in Q2 2026, buying an estimated $306K and bringing the position to 17,034 shares worth $533K. The position accounts for 0.22% of the portfolio, ranked #55.

Long Island Wealth Management first reported a position in PBJL in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

  • Long Island Wealth Management held 17,034 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $533K as of Q2 2026.
  • Long Island Wealth Management bought 9,921 PGIM US Large-Cap Buffer 20 ETF - July shares in Q2 2026, an estimated $306K.
  • PGIM US Large-Cap Buffer 20 ETF - July made up 0.22% of Long Island Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Long Island Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.