PS
PMFB

Principal Securities’s PGIM S&P 500 Max Buffer ETF - February PMFB Stock Holding History

Principal Securities’s Portfolio PMFB Stock Details PMFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-803
Closed -$21K – 3694
2025
Q3 		$21K Hold
803
– – ﹤0.01% 2377
2025
Q2 		$20.5K Buy
+803
New +$20.1K ﹤0.01% 2299

Other funds holding PMFB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's PMFB Position: Q4 2025 in Review

Principal Securities sold out of PGIM S&P 500 Max Buffer ETF - February (PMFB) in Q4 2025, closing a stake of 803 shares — an estimated $21K sold.

Principal Securities first reported a position in PMFB in Q2 2025 and held it in 2 quarters. The position peaked at $21K in Q3 2025. 4 funds tracked by Wall St. Rank hold PMFB as of Q4 2025.

  • Principal Securities reported no remaining PGIM S&P 500 Max Buffer ETF - February position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 803 PGIM S&P 500 Max Buffer ETF - February shares in Q4 2025, an estimated $21K.
  • Principal Securities first reported a position in PGIM S&P 500 Max Buffer ETF - February in Q2 2025 and held it in 2 quarters.
  • Principal Securities's PGIM S&P 500 Max Buffer ETF - February position peaked at $21K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held PGIM S&P 500 Max Buffer ETF - February as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.