SWM
PBNV

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

Spire Wealth Management’s Portfolio PBNV Stock Details PBNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Sell
74,584
-673
-0.9% -$20.5K 0.07% 251
2026
Q1 		$2.18M Sell
75,257
-60
-0.1% -$1.77K 0.07% 241
2025
Q4 		$2.21M Buy
+75,317
New +$2.19M 0.07% 237

Other funds holding PBNV

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF - November (PBNV) stake by 0.89% in Q2 2026, selling an estimated $20.5K and leaving 74,584 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #251.

Spire Wealth Management first reported a position in PBNV in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold PBNV as of Q2 2026.

  • Spire Wealth Management held 74,584 shares of PGIM US Large-Cap Buffer 20 ETF - November worth $2.31M as of Q2 2026.
  • Spire Wealth Management sold 673 PGIM US Large-Cap Buffer 20 ETF - November shares in Q2 2026, an estimated $20.5K.
  • PGIM US Large-Cap Buffer 20 ETF - November made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - November in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - November as of Q2 2026.

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