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Pgim S&p500 Buf20 ETF Jan-US (PBJA)

CUSIP: 69420N205 | NYSE | 30 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Blue Water Asset Management159,830
1.7% of portfolio›$5.3M
Long Island Wealth Management, Inc.158,878
2.0% of portfolio›$5.2M
Commonwealth Equity Services, LLC90,128
0.0% of portfolio›$3.0M
Concurrent Investment Advisors, LLC70,992
0.0% of portfolio›$2.3M
Spire Wealth Management70,989
0.1% of portfolio›$2.3M
JIM Saulnier & Associates, LLC69,227
0.9% of portfolio›$2.3M
Kestra Advisory Services, LLC28,562
0.0% of portfolio›$943.4K
Kestra Private Wealth Services, LLC11,417
0.0% of portfolio›$377.1K
First Heartland Consultants, Inc.10,307
0.0% of portfolio›$340.4K
Independent Financial Group, LLC6,439
0.0% of portfolio›$212.7K
Dhjj Financial Advisors, Ltd.5,045
0.0% of portfolio›$166.6K
Lanark Financial, Inc.2,421
0.0% of portfolio›$80.0K
PNC Financial Services Group, Inc.507
0.0% of portfolio›$16.7K
StyleTurnoverLocationFiled
Blue Water Asset Management
159,830$5.3M1.7%ETFLowGrand Rapids, MI2026-11-04
Long Island Wealth Management, Inc.
158,878$5.2M2.0%ETFLowMelville, NY2026-10-20
Commonwealth Equity Services, LLC
90,128$3.0M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
70,992$2.3M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
70,989$2.3M0.1%GrowthMediumMclean, VA2026-10-30
JIM Saulnier & Associates, LLC
69,227$2.3M0.9%ETFLowFort Collins, CO2026-11-04
Kestra Advisory Services, LLC
28,562$943.4K0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
11,417$377.1K0.0%GrowthLowAustin, TX2026-10-30
First Heartland Consultants, Inc.
10,307$340.4K0.0%ETFMediumLake St. Louis, MO2026-10-08
Independent Financial Group, LLC
6,439$212.7K0.0%GrowthLowSan Diego, CA2026-10-13
Dhjj Financial Advisors, Ltd.
5,045$166.6K0.0%ETFVery LowNaperville, IL2026-10-23
Lanark Financial, Inc.
2,421$80.0K0.0%CoreMediumBirmingham, AL2026-10-26
PNC Financial Services Group, Inc.
507$16.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06