UBS Group’s PGIM US Large-Cap Buffer 20 ETF - June PBJN Stock Holding History

UBS Group’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	–	Sell	-97	Closed	-$2.9K	–	11197
2026 Q1	$2.9K	Buy	97 +82	+547%	+$2.46K	﹤0.01%	9180
2025 Q4	$449	Buy	+15	New	+$443	﹤0.01%	9957
2024 Q4	–	Sell	-94	Closed	-$2.47K	–	10531
2024 Q3	$2.47K	Hold	94	–	–	﹤0.01%	8422
2024 Q2	$2.39K	Buy	+94	New	+$2.38K	﹤0.01%	8366

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

UBS Group's PBJN Position: Q2 2026 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 20 ETF - June (PBJN) in Q2 2026, closing a stake of 97 shares — an estimated $2.9K sold.

UBS Group first reported a position in PBJN in Q2 2024 and held it in 4 quarters. The position peaked at $2.9K in Q1 2026. 22 funds tracked by Wall St. Rank hold PBJN as of Q2 2026.

UBS Group reported no remaining PGIM US Large-Cap Buffer 20 ETF - June position as of Q2 2026 after selling out during the quarter.
UBS Group sold 97 PGIM US Large-Cap Buffer 20 ETF - June shares in Q2 2026, an estimated $2.9K.
UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - June in Q2 2024 and held it in 4 quarters.
UBS Group's PGIM US Large-Cap Buffer 20 ETF - June position peaked at $2.9K in Q1 2026.
22 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.