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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.97M	Buy	94,624 +13,752	+17%	+$429K	0.09%	203
2026 Q2	$2.5M	Sell	80,872 -23,997	-23%	-$729K	0.08%	236
2026 Q1	$3.06M	Sell	104,869 -189	-0.2%	-$5.58K	0.1%	180
2025 Q4	$3.09M	Sell	105,058 -5,769	-5%	-$168K	0.1%	176
2025 Q3	$3.21M	Buy	+110,827	New	+$3.14M	0.11%	161

Other funds holding PBSE

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 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

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

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

Spire Wealth Management increased its PGIM US Large-Cap Buffer 20 ETF - September (PBSE) stake by 17% in Q3 2026, buying an estimated $429K and bringing the position to 94,624 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #203.

Spire Wealth Management first reported a position in PBSE in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q3 2025. 13 funds tracked by Wall St. Rank hold PBSE as of Q3 2026.

Spire Wealth Management held 94,624 shares of PGIM US Large-Cap Buffer 20 ETF - September worth $2.97M as of Q3 2026.
Spire Wealth Management bought 13,752 PGIM US Large-Cap Buffer 20 ETF - September shares in Q3 2026, an estimated $429K.
PGIM US Large-Cap Buffer 20 ETF - September made up 0.09% of Spire Wealth Management's portfolio in Q3 2026, its #203 holding.
Spire Wealth Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - September in Q3 2025 and has held it in 5 quarters since.
Spire Wealth Management's PGIM US Large-Cap Buffer 20 ETF - September position peaked at $3.21M in Q3 2025.
13 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - September as of Q3 2026.

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