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Old Mission Capital’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

Old Mission Capital’s Portfolio PBMR Stock Details PBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
+6,521
New +$206K ﹤0.01% 1012
2024
Q4 		– Sell
-11,268
Closed -$303K – 1244
2024
Q3 		$303K Buy
+11,268
New +$298K ﹤0.01% 954

Other funds holding PBMR

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Old Mission Capital's PBMR Position: Q2 2026 in Review

Old Mission Capital opened a new position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) in Q2 2026: 6,521 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in PBMR as recently as Q3 2024.

Old Mission Capital first reported a position in PBMR in Q3 2024 and has held it in 2 quarters since. The position peaked at $303K in Q3 2024. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

  • Old Mission Capital held 6,521 shares of PGIM US Large-Cap Buffer 20 ETF March worth $209K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF March was a new Old Mission Capital position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Old Mission Capital's portfolio in Q2 2026, its #1012 holding.
  • Old Mission Capital first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q3 2024 and has held it in 2 quarters since.
  • Old Mission Capital's PGIM US Large-Cap Buffer 20 ETF March position peaked at $303K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.