SMC
PBMR icon

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
Q2 		$3.4M Buy
105,904
+8,594
+9% +$272K 0.22% 90
2026
Q1 		$2.95M Buy
+97,310
New +$2.98M 0.21% 91

Other funds holding PBMR

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Smith, Moore & Co's PBMR Position: Q2 2026 in Review

Smith, Moore & Co increased its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 8.8% in Q2 2026, buying an estimated $272K and bringing the position to 105,904 shares worth $3.4M. The position accounts for 0.22% of the portfolio, ranked #90.

Smith, Moore & Co first reported a position in PBMR in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

  • Smith, Moore & Co held 105,904 shares of PGIM US Large-Cap Buffer 20 ETF March worth $3.4M as of Q2 2026.
  • Smith, Moore & Co bought 8,594 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $272K.
  • PGIM US Large-Cap Buffer 20 ETF March made up 0.22% of Smith, Moore & Co's portfolio in Q2 2026, its #90 holding.
  • Smith, Moore & Co first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.