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Pgim S&P 500 Buffer 20 ETF - (PBFB)

CUSIP: 69420N403 | NYSE | 25 institutional holders

Quarters

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

JIM Saulnier & Associates, LLC93,746
1.2% of portfolio›$3.1M
Concurrent Investment Advisors, LLC74,335
0.0% of portfolio›$2.4M
Spire Wealth Management74,333
0.1% of portfolio›$2.4M
Commonwealth Equity Services, LLC31,790
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC26,746
0.0% of portfolio›$873.0K
Blue Water Asset Management25,963
0.3% of portfolio›$847.4K
Three Seasons Wealth, LLC20,953
0.1% of portfolio›$683.9K
Dhjj Financial Advisors, Ltd.9,873
0.1% of portfolio›$322.2K
Sagespring Wealth Partners, LLC6,742
0.0% of portfolio›$220.0K
PNC Financial Services Group, Inc.1,016
0.0% of portfolio›$33.2K
StyleTurnoverLocationFiled
JIM Saulnier & Associates, LLC
93,746$3.1M1.2%ETFMediumFort Collins, CO2026-11-04
Concurrent Investment Advisors, LLC
74,335$2.4M0.0%CoreMediumTampa, FL2026-10-16
Spire Wealth Management
74,333$2.4M0.1%GrowthMediumMclean, VA2026-10-30
Commonwealth Equity Services, LLC
31,790$1.0M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
26,746$873.0K0.0%IndexLowAustin, TX2026-11-02
Blue Water Asset Management
25,963$847.4K0.3%ETFLowGrand Rapids, MI2026-11-04
Three Seasons Wealth, LLC
20,953$683.9K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Dhjj Financial Advisors, Ltd.
9,873$322.2K0.1%ETFVery LowNaperville, IL2026-10-23
Sagespring Wealth Partners, LLC
6,742$220.0K0.0%ETFLowFranklin, TN2026-10-22
PNC Financial Services Group, Inc.
1,016$33.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06