Spire Wealth Management’s PGIM US Large-Cap Buffer 20 ETF April PBAP Stock Holding History

Spire Wealth Management’s Portfolio PBAP Stock Details PBAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$993K	Buy	32,015 +12,235	+62%	+$375K	0.03%	388
2026 Q1	$582K	Sell	19,780 -24,609	-55%	-$718K	0.02%	506
2025 Q4	$1.29M	Sell	44,389 -15,550	-26%	-$445K	0.04%	345
2025 Q3	$1.7M	Sell	59,939 -59,710	-50%	-$1.67M	0.06%	273
2025 Q2	$3.32M	Buy	+119,649	New	+$3.21M	0.12%	150

Other funds holding PBAP

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 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

AAM

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

DFA

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

Spire Wealth Management's PBAP Position: Q2 2026 in Review

Spire Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF April (PBAP) stake by 62% in Q2 2026, buying an estimated $375K and bringing the position to 32,015 shares worth $993K. The position accounts for 0.03% of the portfolio, ranked #388.

Spire Wealth Management first reported a position in PBAP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.32M in Q2 2025. 15 funds tracked by Wall St. Rank hold PBAP as of Q2 2026.

Spire Wealth Management held 32,015 shares of PGIM US Large-Cap Buffer 20 ETF April worth $993K as of Q2 2026.
Spire Wealth Management bought 12,235 PGIM US Large-Cap Buffer 20 ETF April shares in Q2 2026, an estimated $375K.
PGIM US Large-Cap Buffer 20 ETF April made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #388 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF April in Q2 2025 and has held it in 5 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF April position peaked at $3.32M in Q2 2025.
15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF April as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.