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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.15M	Sell	35,002 -2,551	-7%	-$82.8K	0.04%	360
2026 Q2	$1.21M	Sell	37,553 -5,593	-13%	-$177K	0.04%	352
2026 Q1	$1.31M	Buy	+43,146	New	+$1.32M	0.04%	342

Other funds holding PBMR

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

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

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

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

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

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

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

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 6.8% in Q3 2026, selling an estimated $82.8K and leaving 35,002 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #360.

Spire Wealth Management first reported a position in PBMR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 11 funds tracked by Wall St. Rank hold PBMR as of Q3 2026.

Spire Wealth Management held 35,002 shares of PGIM US Large-Cap Buffer 20 ETF March worth $1.15M as of Q3 2026.
Spire Wealth Management sold 2,551 PGIM US Large-Cap Buffer 20 ETF March shares in Q3 2026, an estimated $82.8K.
PGIM US Large-Cap Buffer 20 ETF March made up 0.04% of Spire Wealth Management's portfolio in Q3 2026, its #360 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2026 and has held it in 3 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF March position peaked at $1.31M in Q1 2026.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q3 2026.

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