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 Q2	$215K	Hold	6,742	–	–	﹤0.01%	804
2026 Q1	$203K	Buy	+6,742	New	+$206K	﹤0.01%	777

Other funds holding PBFB

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Sagespring Wealth Partners's PBFB Position: Q2 2026 in Review

Sagespring Wealth Partners held its PGIM US Large-Cap Buffer 20 ETF February (PBFB) position steady in Q2 2026 at 6,742 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Sagespring Wealth Partners first reported a position in PBFB in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PBFB as of Q2 2026.

Sagespring Wealth Partners held 6,742 shares of PGIM US Large-Cap Buffer 20 ETF February worth $215K as of Q2 2026.
Sagespring Wealth Partners left its PGIM US Large-Cap Buffer 20 ETF February share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF February made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #804 holding.
Sagespring Wealth Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2026 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.