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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.58M	Sell	83,448 -2,174	-3%	-$66.2K	0.08%	226
2026 Q1	$2.48M	Sell	85,622 -11,472	-12%	-$338K	0.08%	220
2025 Q4	$2.86M	Buy	+97,094	New	+$2.82M	0.1%	188

Other funds holding PBDE

DFA

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF - December (PBDE) stake by 2.5% in Q2 2026, selling an estimated $66.2K and leaving 83,448 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #226.

Spire Wealth Management first reported a position in PBDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q4 2025. 3 funds tracked by Wall St. Rank hold PBDE as of Q2 2026.

Spire Wealth Management held 83,448 shares of PGIM US Large-Cap Buffer 20 ETF - December worth $2.58M as of Q2 2026.
Spire Wealth Management sold 2,174 PGIM US Large-Cap Buffer 20 ETF - December shares in Q2 2026, an estimated $66.2K.
PGIM US Large-Cap Buffer 20 ETF - December made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #226 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - December in Q4 2025 and has held it in 3 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF - December position peaked at $2.86M in Q4 2025.
3 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - December as of Q2 2026.

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