SPIA
JULP

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
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Steward Partners Investment Advisory's JULP Position: Q1 2026 in Review

Steward Partners Investment Advisory held its PGIM US Large-Cap Buffer 12 ETF - July (JULP) position steady in Q1 2026 at 4,160 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Steward Partners Investment Advisory first reported a position in JULP in Q3 2025 and has held it in 3 quarters since. The position peaked at $128K in Q4 2025. 11 funds tracked by Wall St. Rank hold JULP as of Q1 2026.

  • Steward Partners Investment Advisory held 4,160 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $126K as of Q1 2026.
  • Steward Partners Investment Advisory left its PGIM US Large-Cap Buffer 12 ETF - July share count unchanged in Q1 2026.
  • PGIM US Large-Cap Buffer 12 ETF - July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2251 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 3 quarters since.
  • Steward Partners Investment Advisory's PGIM US Large-Cap Buffer 12 ETF - July position peaked at $128K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.