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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.58M	Sell	82,030 -19,069	-19%	-$592K	0.08%	223
2026 Q2	$3.1M	Sell	101,099 -4,663	-4%	-$141K	0.09%	193
2026 Q1	$3.04M	Sell	105,762 -6,305	-6%	-$184K	0.1%	181
2025 Q4	$3.27M	Buy	+112,067	New	+$3.23M	0.11%	169

Other funds holding PBOC

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

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

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

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

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF - October (PBOC) stake by 19% in Q3 2026, selling an estimated $592K and leaving 82,030 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #223.

Spire Wealth Management first reported a position in PBOC in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.27M in Q4 2025. 5 funds tracked by Wall St. Rank hold PBOC as of Q3 2026.

Spire Wealth Management held 82,030 shares of PGIM US Large-Cap Buffer 20 ETF - October worth $2.58M as of Q3 2026.
Spire Wealth Management sold 19,069 PGIM US Large-Cap Buffer 20 ETF - October shares in Q3 2026, an estimated $592K.
PGIM US Large-Cap Buffer 20 ETF - October made up 0.08% of Spire Wealth Management's portfolio in Q3 2026, its #223 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - October in Q4 2025 and has held it in 4 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF - October position peaked at $3.27M in Q4 2025.
5 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - October as of Q3 2026.

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