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

CUSIP: 69420N601 | NYSE | 21 institutional holders

Quarters

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

JIM Saulnier & Associates, LLC87,471
1.1% of portfolio›$2.9M
Commonwealth Equity Services, LLC53,673
0.0% of portfolio›$1.8M
Spire Wealth Management35,002
0.0% of portfolio›$1.1M
Concurrent Investment Advisors, LLC34,998
0.0% of portfolio›$1.1M
Kingswood Wealth Advisors, LLC12,182
0.0% of portfolio›$399.5K
Dhjj Financial Advisors, Ltd.12,123
0.1% of portfolio›$397.6K
Kestra Advisory Services, LLC11,188
0.0% of portfolio›$366.9K
Three Seasons Wealth, LLC9,269
0.0% of portfolio›$304.0K
StyleTurnoverLocationFiled
JIM Saulnier & Associates, LLC
87,471$2.9M1.1%ETFMediumFort Collins, CO2026-11-04
Commonwealth Equity Services, LLC
53,673$1.8M0.0%ETFLowWaltham, MA2026-11-02
Spire Wealth Management
35,002$1.1M0.0%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
34,998$1.1M0.0%CoreMediumTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
12,182$399.5K0.0%GrowthLowSan Diego, CA2026-10-23
Dhjj Financial Advisors, Ltd.
12,123$397.6K0.1%ETFVery LowNaperville, IL2026-10-23
Kestra Advisory Services, LLC
11,188$366.9K0.0%IndexLowAustin, TX2026-11-02
Three Seasons Wealth, LLC
9,269$304.0K0.0%GrowthMediumSalt Lake City, UT2026-11-03