Steward Partners Investment Advisory’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

Steward Partners Investment Advisory’s Portfolio JULP Stock Details JULP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$136K	Hold	4,160	–	–	﹤0.01%	2438
2026 Q1	$126K	Hold	4,160	–	–	﹤0.01%	2251
2025 Q4	$128K	Hold	4,160	–	–	﹤0.01%	2154
2025 Q3	$125K	Buy	+4,160	New	+$123K	﹤0.01%	2099

Other funds holding JULP

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DFA

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Steward Partners Investment Advisory's JULP Position: Q2 2026 in Review

Steward Partners Investment Advisory held its PGIM US Large-Cap Buffer 12 ETF - July (JULP) position steady in Q2 2026 at 4,160 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Steward Partners Investment Advisory first reported a position in JULP in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold JULP as of Q2 2026.

Steward Partners Investment Advisory held 4,160 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $136K as of Q2 2026.
Steward Partners Investment Advisory left its PGIM US Large-Cap Buffer 12 ETF - July share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 12 ETF - July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2438 holding.
Steward Partners Investment Advisory first reported a position in PGIM US Large-Cap Buffer 12 ETF - July in Q3 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.