WealthPLAN Partners’s PGIM US Large-Cap Buffer 12 ETF March MRCP Stock Holding History

WealthPLAN Partners’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
2025 Q4	–	Sell	-10,160	Closed	-$317K	–	289
2025 Q3	$317K	Buy	10,160 +460	+5%	+$14K	0.05%	216
2025 Q2	$289K	Buy	+9,700	New	+$275K	0.05%	222

Other funds holding MRCP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

DFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

WealthPLAN Partners's MRCP Position: Q4 2025 in Review

WealthPLAN Partners sold out of PGIM US Large-Cap Buffer 12 ETF March (MRCP) in Q4 2025, closing a stake of 10,160 shares — an estimated $317K sold.

WealthPLAN Partners first reported a position in MRCP in Q2 2025 and held it in 2 quarters. The position peaked at $317K in Q3 2025. 6 funds tracked by Wall St. Rank hold MRCP as of Q4 2025.

WealthPLAN Partners reported no remaining PGIM US Large-Cap Buffer 12 ETF March position as of Q4 2025 after selling out during the quarter.
WealthPLAN Partners sold 10,160 PGIM US Large-Cap Buffer 12 ETF March shares in Q4 2025, an estimated $317K.
WealthPLAN Partners first reported a position in PGIM US Large-Cap Buffer 12 ETF March in Q2 2025 and held it in 2 quarters.
WealthPLAN Partners's PGIM US Large-Cap Buffer 12 ETF March position peaked at $317K in Q3 2025.
6 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF March as of Q4 2025.

Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.