WIM
PBSE

WealthPlan Investment Management’s PGIM US Large-Cap Buffer 20 ETF - September PBSE Stock Holding History

WealthPlan Investment Management’s Portfolio PBSE Stock Details PBSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,678
Closed -$852K – 368
2025
Q2 		$852K Buy
+30,678
New +$817K 0.06% 190

Other funds holding PBSE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

WealthPlan Investment Management's PBSE Position: Q3 2025 in Review

WealthPlan Investment Management sold out of PGIM US Large-Cap Buffer 20 ETF - September (PBSE) in Q3 2025, closing a stake of 30,678 shares — an estimated $852K sold.

WealthPlan Investment Management first reported a position in PBSE in Q2 2025 and held it in 1 quarter. The position peaked at $852K in Q2 2025. 8 funds tracked by Wall St. Rank hold PBSE as of Q3 2025.

  • WealthPlan Investment Management reported no remaining PGIM US Large-Cap Buffer 20 ETF - September position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 30,678 PGIM US Large-Cap Buffer 20 ETF - September shares in Q3 2025, an estimated $852K.
  • WealthPlan Investment Management first reported a position in PGIM US Large-Cap Buffer 20 ETF - September in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's PGIM US Large-Cap Buffer 20 ETF - September position peaked at $852K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - September as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.