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

Smith, Moore & Co’s Portfolio PBMY Stock Details PBMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.15M Sell
67,513
-395
-0.6% -$12.5K 0.14% 126
2026
Q2 		$2.12M Buy
+67,908
New +$2.09M 0.14% 136

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Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Smith, Moore & Co's PBMY Position: Q3 2026 in Review

Smith, Moore & Co reduced its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 0.58% in Q3 2026, selling an estimated $12.5K and leaving 67,513 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #126.

Smith, Moore & Co first reported a position in PBMY in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PBMY as of Q3 2026.

  • Smith, Moore & Co held 67,513 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $2.15M as of Q3 2026.
  • Smith, Moore & Co sold 395 PGIM US Large-Cap Buffer 20 ETF - May shares in Q3 2026, an estimated $12.5K.
  • PGIM US Large-Cap Buffer 20 ETF - May made up 0.14% of Smith, Moore & Co's portfolio in Q3 2026, its #126 holding.
  • Smith, Moore & Co first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q3 2026.

Based on Smith, Moore & Co's 13F filing for Q3 2026, filed 12 Nov 2026.