WealthPlan Investment Management’s PGIM US Large-Cap Buffer 12 ETF March MRCP Stock Holding History

WealthPlan Investment Management’s Portfolio MRCP Stock Details MRCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$550K	Hold	15,981	–	–	0.03%	303
2026 Q1	$506K	Sell	15,981 -2,255	-12%	-$72.6K	0.03%	298
2025 Q4	$584K	Sell	18,236 -11,077	-38%	-$349K	0.04%	240
2025 Q3	$914K	Buy	29,313 +797	+3%	+$24.3K	0.06%	183
2025 Q2	$850K	Buy	+28,516	New	+$807K	0.06%	191

Other funds holding MRCP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPlan Investment Management's MRCP Position: Q2 2026 in Review

WealthPlan Investment Management held its PGIM US Large-Cap Buffer 12 ETF March (MRCP) position steady in Q2 2026 at 15,981 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #303.

WealthPlan Investment Management first reported a position in MRCP in Q2 2025 and has held it in 5 quarters since. The position peaked at $914K in Q3 2025. 5 funds tracked by Wall St. Rank hold MRCP as of Q2 2026.

WealthPlan Investment Management held 15,981 shares of PGIM US Large-Cap Buffer 12 ETF March worth $550K as of Q2 2026.
WealthPlan Investment Management left its PGIM US Large-Cap Buffer 12 ETF March share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 12 ETF March made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #303 holding.
WealthPlan Investment Management first reported a position in PGIM US Large-Cap Buffer 12 ETF March in Q2 2025 and has held it in 5 quarters since.
WealthPlan Investment Management's PGIM US Large-Cap Buffer 12 ETF March position peaked at $914K in Q3 2025.
5 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF March as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.