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 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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AAM

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

DFA

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

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

Spire Wealth Management reduced its PGIM US Large-Cap Buffer 20 ETF - October (PBOC) stake by 4.4% in Q2 2026, selling an estimated $141K and leaving 101,099 shares worth $3.1M. The position accounts for 0.09% of the portfolio, ranked #193.

Spire Wealth Management first reported a position in PBOC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.27M in Q4 2025. 4 funds tracked by Wall St. Rank hold PBOC as of Q2 2026.

Spire Wealth Management held 101,099 shares of PGIM US Large-Cap Buffer 20 ETF - October worth $3.1M as of Q2 2026.
Spire Wealth Management sold 4,663 PGIM US Large-Cap Buffer 20 ETF - October shares in Q2 2026, an estimated $141K.
PGIM US Large-Cap Buffer 20 ETF - October made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #193 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 3 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF - October position peaked at $3.27M in Q4 2025.
4 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - October as of Q2 2026.

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