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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.43M	Sell	74,333 -20,335	-21%	-$657K	0.07%	232
2026 Q2	$3.02M	Sell	94,668 -121	-0.1%	-$3.8K	0.09%	199
2026 Q1	$2.85M	Buy	+94,789	New	+$2.89M	0.1%	196

Other funds holding PBFB

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Spire Wealth Management's PBFB Position: Q3 2026 in Review

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF February (PBFB) stake by 21% in Q3 2026, selling an estimated $657K and leaving 74,333 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #232.

Spire Wealth Management first reported a position in PBFB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.02M in Q2 2026. 15 funds tracked by Wall St. Rank hold PBFB as of Q3 2026.

Spire Wealth Management held 74,333 shares of PGIM US Large-Cap Buffer 20 ETF February worth $2.43M as of Q3 2026.
Spire Wealth Management sold 20,335 PGIM US Large-Cap Buffer 20 ETF February shares in Q3 2026, an estimated $657K.
PGIM US Large-Cap Buffer 20 ETF February made up 0.07% of Spire Wealth Management's portfolio in Q3 2026, its #232 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2026 and has held it in 3 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF February position peaked at $3.02M in Q2 2026.
15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.