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 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

DFA

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

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF March (PBMR) stake by 13% in Q2 2026, selling an estimated $177K and leaving 37,553 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #352.

Spire Wealth Management first reported a position in PBMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 2 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

Spire Wealth Management held 37,553 shares of PGIM US Large-Cap Buffer 20 ETF March worth $1.21M as of Q2 2026.
Spire Wealth Management sold 5,593 PGIM US Large-Cap Buffer 20 ETF March shares in Q2 2026, an estimated $177K.
PGIM US Large-Cap Buffer 20 ETF March made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #352 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 2 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF March position peaked at $1.31M in Q1 2026.
2 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

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