TWA
PBQQ

TCI Wealth Advisors’s PGIM Laddered Nasdaq-100 Buffer 12 ETF PBQQ Stock Holding History

TCI Wealth Advisors’s Portfolio PBQQ Stock Details PBQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,338
Closed -$250K – 276
2025
Q2 		$250K Hold
9,338
– – 0.02% 205
2025
Q1 		$227K Buy
+9,338
New +$234K 0.02% 208

Other funds holding PBQQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return