SPIA
PBMY

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

Steward Partners Investment Advisory’s Portfolio PBMY Stock Details PBMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Buy
+5,193
New +$160K ﹤0.01% 2337

Other funds holding PBMY

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) in Q2 2026: 5,193 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #2337 among its holdings.

11 funds tracked by Wall St. Rank hold PBMY as of Q2 2026.

  • Steward Partners Investment Advisory held 5,193 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $162K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - May was a new Steward Partners Investment Advisory position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - May made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2337 holding.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q2 2026.

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