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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Buy	63,714 +39,168	+160%	+$1.21M	0.06%	277
2026 Q1	$743K	Sell	24,546 -5,712	-19%	-$172K	0.03%	441
2025 Q4	$908K	Sell	30,258 -15,836	-34%	-$470K	0.03%	407
2025 Q3	$1.36M	Sell	46,094 -8,189	-15%	-$238K	0.05%	323
2025 Q2	$1.56M	Buy	+54,283	New	+$1.5M	0.06%	279

Other funds holding PBMY

AAM

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

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

Spire Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 160% in Q2 2026, buying an estimated $1.21M and bringing the position to 63,714 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #277.

Spire Wealth Management first reported a position in PBMY in Q2 2025 and has held it in 5 quarters since. 2 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

Spire Wealth Management held 63,714 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $1.99M as of Q2 2026.
Spire Wealth Management bought 39,168 PGIM US Large-Cap Buffer 20 ETF - May shares in Q2 2026, an estimated $1.21M.
PGIM US Large-Cap Buffer 20 ETF - May made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #277 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2025 and has held it in 5 quarters since.
2 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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