Three Seasons Wealth’s PGIM US Large-Cap Buffer 20 ETF February PBFB Stock Holding History

Three Seasons Wealth’s Portfolio PBFB Stock Details PBFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$684K	Hold	20,953	–	–	0.06%	103
2026 Q2	$669K	Hold	20,953	–	–	0.06%	114
2026 Q1	$629K	Hold	20,953	–	–	0.24%	104
2025 Q4	$638K	Hold	20,953	–	–	0.06%	86
2025 Q3	$623K	Hold	20,953	–	–	0.06%	75
2025 Q2	$599K	Hold	20,953	–	–	0.07%	52
2025 Q1	$570K	Buy	+20,953	New	+$580K	0.28%	55

Other funds holding PBFB

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Three Seasons Wealth's PBFB Position: Q3 2026 in Review

Three Seasons Wealth held its PGIM US Large-Cap Buffer 20 ETF February (PBFB) position steady in Q3 2026 at 20,953 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #103.

Three Seasons Wealth first reported a position in PBFB in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold PBFB as of Q3 2026.

Three Seasons Wealth held 20,953 shares of PGIM US Large-Cap Buffer 20 ETF February worth $684K as of Q3 2026.
Three Seasons Wealth left its PGIM US Large-Cap Buffer 20 ETF February share count unchanged in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF February made up 0.06% of Three Seasons Wealth's portfolio in Q3 2026, its #103 holding.
Three Seasons Wealth first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2025 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q3 2026.

Based on Three Seasons Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.