WealthPLAN Partners’s PGIM US Large-Cap Buffer 20 ETF - September PBSE Stock Holding History

WealthPLAN Partners’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	-10,476	Closed	-$291K	–	271
2025 Q2	$291K	Buy	+10,476	New	+$279K	0.05%	220

Other funds holding PBSE

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DFA

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

WealthPLAN Partners's PBSE Position: Q3 2025 in Review

WealthPLAN Partners sold out of PGIM US Large-Cap Buffer 20 ETF - September (PBSE) in Q3 2025, closing a stake of 10,476 shares — an estimated $291K sold.

WealthPLAN Partners first reported a position in PBSE in Q2 2025 and held it in 1 quarter. The position peaked at $291K in Q2 2025. 8 funds tracked by Wall St. Rank hold PBSE as of Q3 2025.

WealthPLAN Partners reported no remaining PGIM US Large-Cap Buffer 20 ETF - September position as of Q3 2025 after selling out during the quarter.
WealthPLAN Partners sold 10,476 PGIM US Large-Cap Buffer 20 ETF - September shares in Q3 2025, an estimated $291K.
WealthPLAN Partners first reported a position in PGIM US Large-Cap Buffer 20 ETF - September in Q2 2025 and held it in 1 quarter.
WealthPLAN Partners's PGIM US Large-Cap Buffer 20 ETF - September position peaked at $291K 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 Partners's 13F filing for Q3 2025, filed 27 Oct 2025.