LPL Financial
PBJL

LPL Financial’s PGIM US Large-Cap Buffer 20 ETF - July PBJL Stock Holding History

LPL Financial’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
2025
Q3 		– Sell
-8,100
Closed -$230K – 6013
2025
Q2 		$230K Hold
8,100
– – ﹤0.01% 4986
2025
Q1 		$214K Hold
8,100
– – ﹤0.01% 4819
2024
Q4 		$217K Buy
+8,100
New +$216K ﹤0.01% 4760

Other funds holding PBJL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's PBJL Position: Q3 2025 in Review

LPL Financial sold out of PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q3 2025, closing a stake of 8,100 shares — an estimated $230K sold.

LPL Financial first reported a position in PBJL in Q4 2024 and held it in 3 quarters. The position peaked at $230K in Q2 2025. 15 funds tracked by Wall St. Rank hold PBJL as of Q3 2025.

  • LPL Financial reported no remaining PGIM US Large-Cap Buffer 20 ETF - July position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 8,100 PGIM US Large-Cap Buffer 20 ETF - July shares in Q3 2025, an estimated $230K.
  • LPL Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q4 2024 and held it in 3 quarters.
  • LPL Financial's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $230K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.