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 Q2	$2.12M	Buy	+67,908	New	+$2.09M	0.14%	136

Other funds holding PBMY

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

SWM

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

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

BWAM

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

AAM

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

DFA

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

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

Smith, Moore & Co opened a new position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) in Q2 2026: 67,908 shares worth $2.12M. The stake represents 0.14% of the portfolio and ranks #136 among its holdings.

11 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

Smith, Moore & Co held 67,908 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $2.12M as of Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - May was a new Smith, Moore & Co position in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - May made up 0.14% of Smith, Moore & Co's portfolio in Q2 2026, its #136 holding.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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