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

Raymond James Financial’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	$419K	Sell	13,051 -1,616	-11%	-$51.1K	﹤0.01%	4629
2026 Q1	$445K	Buy	+14,667	New	+$449K	﹤0.01%	4429

Other funds holding PBMR

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 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 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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Raymond James Financial reduced its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 11% in Q2 2026, selling an estimated $51.1K and leaving 13,051 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #4629.

Raymond James Financial first reported a position in PBMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $445K in Q1 2026. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

Raymond James Financial held 13,051 shares of PGIM US Large-Cap Buffer 20 ETF March worth $419K as of Q2 2026.
Raymond James Financial sold 1,616 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $51.1K.
PGIM US Large-Cap Buffer 20 ETF March made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4629 holding.
Raymond James Financial first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2026 and has held it in 2 quarters since.
Raymond James Financial's PGIM US Large-Cap Buffer 20 ETF March position peaked at $445K in Q1 2026.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

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