SPIA
PBAU

Steward Partners Investment Advisory’s PGIM US Large-Cap Buffer 20 ETF - August PBAU Stock Holding History

Steward Partners Investment Advisory’s Portfolio PBAU Stock Details PBAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Hold
8,053
– – ﹤0.01% 1929
2025
Q4 		$241K Hold
8,053
– – ﹤0.01% 1830
2025
Q3 		$237K Buy
+8,053
New +$232K ﹤0.01% 1784

Other funds holding PBAU

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return

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

Steward Partners Investment Advisory held its PGIM US Large-Cap Buffer 20 ETF - August (PBAU) position steady in Q1 2026 at 8,053 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Steward Partners Investment Advisory first reported a position in PBAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 17 funds tracked by Wall St. Rank hold PBAU as of Q1 2026.

  • Steward Partners Investment Advisory held 8,053 shares of PGIM US Large-Cap Buffer 20 ETF - August worth $239K as of Q1 2026.
  • Steward Partners Investment Advisory left its PGIM US Large-Cap Buffer 20 ETF - August share count unchanged in Q1 2026.
  • PGIM US Large-Cap Buffer 20 ETF - August made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1929 holding.
  • Steward Partners Investment Advisory first reported a position in PGIM US Large-Cap Buffer 20 ETF - August in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's PGIM US Large-Cap Buffer 20 ETF - August position peaked at $241K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - August as of Q1 2026.

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