Smith, Moore & Co’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

Smith, Moore & Co’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 Q1	$2.95M	Buy	+97,310	New	+$2.98M	0.21%	91

Other funds holding PBMR

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

SWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

DFA

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

Smith, Moore & Co's PBMR Position: Q1 2026 in Review

Smith, Moore & Co opened a new position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) in Q1 2026: 97,310 shares worth $2.95M. The stake represents 0.21% of the portfolio and ranks #91 among its holdings.

16 funds tracked by Wall St. Rank hold PBMR as of Q1 2026.

Smith, Moore & Co held 97,310 shares of PGIM US Large-Cap Buffer 20 ETF March worth $2.95M as of Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March was a new Smith, Moore & Co position in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.21% of Smith, Moore & Co's portfolio in Q1 2026, its #91 holding.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.