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 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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

BWAM

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

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

DFA

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF February (PBFB) stake by 0.13% in Q2 2026, selling an estimated $3.8K and leaving 94,668 shares worth $3.02M. The position accounts for 0.09% of the portfolio, ranked #199.

Spire Wealth Management first reported a position in PBFB in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PBFB as of Q2 2026.

Spire Wealth Management held 94,668 shares of PGIM US Large-Cap Buffer 20 ETF February worth $3.02M as of Q2 2026.
Spire Wealth Management sold 121 PGIM US Large-Cap Buffer 20 ETF February shares in Q2 2026, an estimated $3.8K.
PGIM US Large-Cap Buffer 20 ETF February made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #199 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 2 quarters since.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q2 2026.

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