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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$304K	Hold	9,269	–	–	0.03%	142
2026 Q2	$297K	Hold	9,269	–	–	0.03%	154
2026 Q1	$281K	Hold	9,269	–	–	0.11%	156
2025 Q4	$283K	Hold	9,269	–	–	0.03%	149
2025 Q3	$277K	Hold	9,269	–	–	0.03%	146
2025 Q2	$267K	Hold	9,269	–	–	0.03%	96
2025 Q1	$255K	Buy	+9,269	New	+$257K	0.13%	94

Other funds holding PBMR

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

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

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

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

Three Seasons Wealth held its PGIM US Large-Cap Buffer 20 ETF March (PBMR) position steady in Q3 2026 at 9,269 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #142.

Three Seasons Wealth first reported a position in PBMR in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold PBMR as of Q3 2026.

Three Seasons Wealth held 9,269 shares of PGIM US Large-Cap Buffer 20 ETF March worth $304K as of Q3 2026.
Three Seasons Wealth left its PGIM US Large-Cap Buffer 20 ETF March share count unchanged in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.03% of Three Seasons Wealth's portfolio in Q3 2026, its #142 holding.
Three Seasons Wealth first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2025 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q3 2026.

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