SPIA
PBJL

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

Steward Partners Investment Advisory’s Portfolio PBJL Stock Details PBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60K Buy
+1,916
New +$59.2K ﹤0.01% 2842

Other funds holding PBJL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q2 2026: 1,916 shares worth $60K. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings.

16 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

  • Steward Partners Investment Advisory held 1,916 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $60K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - July was a new Steward Partners Investment Advisory position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2842 holding.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

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