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

CUSIP: 69420N767 | NYSE | 20 institutional holders

Quarters

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

JIM Saulnier & Associates, LLC112,057
1.4% of portfolio›$3.6M
Blue Water Asset Management102,934
1.1% of portfolio›$3.3M
Concurrent Investment Advisors, LLC74,056
0.0% of portfolio›$2.4M
Spire Wealth Management74,053
0.1% of portfolio›$2.4M
Commonwealth Equity Services, LLC37,805
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC17,998
0.0% of portfolio›$572.5K
Cypress Financial Planning LLC7,051
0.1% of portfolio›$224.3K
Dhjj Financial Advisors, Ltd.1,803
0.0% of portfolio›$57.4K
StyleTurnoverLocationFiled
JIM Saulnier & Associates, LLC
112,057$3.6M1.4%ETFMediumFort Collins, CO2026-11-04
Blue Water Asset Management
102,934$3.3M1.1%ETFLowGrand Rapids, MI2026-11-04
Concurrent Investment Advisors, LLC
74,056$2.4M0.0%CoreMediumTampa, FL2026-10-16
Spire Wealth Management
74,053$2.4M0.1%GrowthMediumMclean, VA2026-10-30
Commonwealth Equity Services, LLC
37,805$1.2M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
17,998$572.5K0.0%IndexLowAustin, TX2026-11-02
Cypress Financial Planning LLC
7,051$224.3K0.1%ETFLowHaddon Heights, NJ2026-10-09
Dhjj Financial Advisors, Ltd.
1,803$57.4K0.0%ETFVery LowNaperville, IL2026-10-23