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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$651K	Sell	20,808 -3,486	-14%	-$108K	0.02%	494
2026 Q1	$722K	Sell	24,294 -14,156	-37%	-$425K	0.02%	447
2025 Q4	$1.15M	Sell	38,450 -2,407	-6%	-$71.3K	0.04%	365
2025 Q3	$1.2M	Buy	+40,857	New	+$1.18M	0.04%	343

Other funds holding PBJL

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AAM

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

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 14% in Q2 2026, selling an estimated $108K and leaving 20,808 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #494.

Spire Wealth Management first reported a position in PBJL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 3 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

Spire Wealth Management held 20,808 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $651K as of Q2 2026.
Spire Wealth Management sold 3,486 PGIM US Large-Cap Buffer 20 ETF - July shares in Q2 2026, an estimated $108K.
PGIM US Large-Cap Buffer 20 ETF - July made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #494 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2025 and has held it in 4 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $1.2M in Q3 2025.
3 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

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