Raymond James Financial
PBJA icon

Raymond James Financial’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

Raymond James Financial’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Hold
6,827
– – ﹤0.01% 4999
2026
Q1 		$208K Buy
+6,827
New +$211K ﹤0.01% 4867
2025
Q3 		– Sell
-2,768
Closed -$80.5K – 6226
2025
Q2 		$80.5K Buy
+2,768
New +$77.4K ﹤0.01% 4976

Other funds holding PBJA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's PBJA Position: Q2 2026 in Review

Raymond James Financial held its PGIM US Large-Cap Buffer 20 ETF January (PBJA) position steady in Q2 2026 at 6,827 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #4999.

Raymond James Financial first reported a position in PBJA in Q2 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

  • Raymond James Financial held 6,827 shares of PGIM US Large-Cap Buffer 20 ETF January worth $220K as of Q2 2026.
  • Raymond James Financial left its PGIM US Large-Cap Buffer 20 ETF January share count unchanged in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF January made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4999 holding.
  • Raymond James Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q2 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.