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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$160K	Buy	+5,173	New	+$159K	﹤0.01%	2343

Other funds holding PBJN

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

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in PGIM US Large-Cap Buffer 20 ETF - June (PBJN) in Q2 2026: 5,173 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #2343 among its holdings.

22 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

Steward Partners Investment Advisory held 5,173 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $160K as of Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - June was a new Steward Partners Investment Advisory position in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF - June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2343 holding.
22 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

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