NIA
PBJN

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
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
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
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
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

NBZ Investment Advisors's PBJN Position: Q1 2026 in Review

NBZ Investment Advisors held its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) position steady in Q1 2026 at 11,197 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #40.

NBZ Investment Advisors first reported a position in PBJN in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q2 2025. 18 funds tracked by Wall St. Rank hold PBJN as of Q1 2026.

  • NBZ Investment Advisors held 11,197 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $334K as of Q1 2026.
  • NBZ Investment Advisors left its PGIM US Large-Cap Buffer 20 ETF - June share count unchanged in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - June made up 0.15% of NBZ Investment Advisors's portfolio in Q1 2026, its #40 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 6 quarters since.
  • NBZ Investment Advisors's PGIM US Large-Cap Buffer 20 ETF - June position peaked at $340K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.