NBZ Investment Advisors’s PGIM US Large-Cap Buffer 20 ETF - June PBJN Stock Holding History

NBZ Investment Advisors’s Portfolio PBJN Stock Details PBJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Hold	11,197	–	–	0.13%	46
2026 Q1	$334K	Hold	11,197	–	–	0.15%	40
2025 Q4	$335K	Hold	11,197	–	–	0.15%	40
2025 Q3	$329K	Sell	11,197 -731	-6%	-$21.1K	0.17%	36
2025 Q2	$340K	Hold	11,928	–	–	0.19%	38
2025 Q1	$317K	Hold	11,928	–	–	0.18%	38
2024 Q4	$319K	Buy	+11,928	New	+$318K	0.18%	34

Other funds holding PBJN

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

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

JSA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KPWS

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

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

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

NBZ Investment Advisors's PBJN Position: Q2 2026 in Review

NBZ Investment Advisors held its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) position steady in Q2 2026 at 11,197 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #46.

NBZ Investment Advisors first reported a position in PBJN in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

NBZ Investment Advisors held 11,197 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $345K as of Q2 2026.
NBZ Investment Advisors left its PGIM US Large-Cap Buffer 20 ETF - June share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - June made up 0.13% of NBZ Investment Advisors's portfolio in Q2 2026, its #46 holding.
NBZ Investment Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF - June in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.