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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	77,824 +35,449	+84%	+$1.09M	0.07%	241
2026 Q1	$1.27M	Sell	42,375 -15,630	-27%	-$469K	0.04%	350
2025 Q4	$1.74M	Sell	58,005 -3,813	-6%	-$113K	0.06%	282
2025 Q3	$1.82M	Sell	61,818 -607	-1%	-$17.6K	0.06%	257
2025 Q2	$1.27M	Buy	+62,425	New	+$1.69M	0.05%	320

Other funds holding PBJN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BWAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BDPWM

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Spire Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) stake by 84% in Q2 2026, buying an estimated $1.09M and bringing the position to 77,824 shares worth $2.4M. The position accounts for 0.07% of the portfolio, ranked #241.

Spire Wealth Management first reported a position in PBJN in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

Spire Wealth Management held 77,824 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $2.4M as of Q2 2026.
Spire Wealth Management bought 35,449 PGIM US Large-Cap Buffer 20 ETF - June shares in Q2 2026, an estimated $1.09M.
PGIM US Large-Cap Buffer 20 ETF - June made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #241 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - June in Q2 2025 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

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