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Sagespring Wealth Partners’s PGIM US Large-Cap Buffer 20 ETF February PBFB Stock Holding History

Sagespring Wealth Partners’s Portfolio PBFB Stock Details PBFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Buy
+6,742
New +$206K ﹤0.01% 777

Other funds holding PBFB

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Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's PBFB Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in PGIM US Large-Cap Buffer 20 ETF February (PBFB) in Q1 2026: 6,742 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

20 funds tracked by Wall St. Rank hold PBFB as of Q1 2026.

  • Sagespring Wealth Partners held 6,742 shares of PGIM US Large-Cap Buffer 20 ETF February worth $203K as of Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF February was a new Sagespring Wealth Partners position in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF February made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #777 holding.
  • 20 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.