RFW
PBDE

Redwood Family Wealth’s PGIM US Large-Cap Buffer 20 ETF - December PBDE Stock Holding History

Redwood Family Wealth’s Portfolio PBDE Stock Details PBDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,517
Closed -$508K – 118
2026
Q1 		$508K Buy
17,517
+7,740
+79% +$228K 0.5% 46
2025
Q4 		$288K Buy
+9,777
New +$284K 0.28% 75

Other funds holding PBDE

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Redwood Family Wealth's PBDE Position: Q2 2026 in Review

Redwood Family Wealth sold out of PGIM US Large-Cap Buffer 20 ETF - December (PBDE) in Q2 2026, closing a stake of 17,517 shares — an estimated $508K sold.

Redwood Family Wealth first reported a position in PBDE in Q4 2025 and held it in 2 quarters. The position peaked at $508K in Q1 2026. 19 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

  • Redwood Family Wealth reported no remaining PGIM US Large-Cap Buffer 20 ETF - December position as of Q2 2026 after selling out during the quarter.
  • Redwood Family Wealth sold 17,517 PGIM US Large-Cap Buffer 20 ETF - December shares in Q2 2026, an estimated $508K.
  • Redwood Family Wealth first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q4 2025 and held it in 2 quarters.
  • Redwood Family Wealth's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $508K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.