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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Foguth Wealth Management, Llc.
INCREASED
Shares497,039 from 464,103
Change+32,936 (+7%)
Value$15.7M (+$1.4M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
NEW
Shares82,043
Change+82,043
Value$2.6M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares82,030 from 101,099
Change-19,069 (-19%)
Value$2.6M (-$516.2K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares68,597 from 64,216
Change+4,381 (+7%)
Value$2.2M (+$190.5K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
UNCHANGED
Shares45,254 from 45,254
Change0 (0%)
Value$1.4M (+$37.1K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares13,425 from 14,675
Change-1,250 (-9%)
Value$422.4K (-$27.3K)
Filed 2026-11-02
Blue Water Asset Management
NEW
Shares11,110
Change+11,110
Value$349.6K
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares2,968 from 2,984
Change-16 (-1%)
Value$93.4K (+$1.9K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$54.9K (+$1.4K)
Filed 2026-10-23
Prudential Financial Inc
N/A
Shares— from 495,916
Change-495,916 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 50,877
Change-50,877 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,950
Change-31,950 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 24,278
Change-24,278 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,412
Change-14,412 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Status
Foguth Wealth Management, Llc.
INCREASED497,039464,103+32,936+7%$14.3M$15.7M+$1.4M2026-10-19
Concurrent Investment Advisors, LLC
NEW82,043—+82,043——$2.6M—2026-10-16
Spire Wealth Management
DECREASED82,030101,099-19,069-19%$3.1M$2.6M-$516.2K2026-10-30
Commonwealth Equity Services, LLC
INCREASED68,59764,216+4,381+7%$2.0M$2.2M+$190.5K2026-11-02
JIM Saulnier & Associates, LLC
UNCHANGED45,25445,25400%$1.4M$1.4M+$37.1K2026-11-04
Kestra Advisory Services, LLC
DECREASED13,42514,675-1,250-9%$449.7K$422.4K-$27.3K2026-11-02
Blue Water Asset Management
NEW11,110—+11,110——$349.6K—2026-11-04
PNC Financial Services Group, Inc.
DECREASED2,9682,984-16-1%$91.4K$93.4K+$1.9K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED1,7441,74400%$53.4K$54.9K+$1.4K2026-10-23
Prudential Financial Inc
N/A—495,916-495,916-100%$15.2M———
American Asset Management Inc.
N/A—50,877-50,877-100%$1.6M———
Raymond James Financial Inc
N/A—31,950-31,950-100%$979.1K———
Centaurus Financial, Inc.
N/A—24,278-24,278-100%$744.0K———
Old Mission Capital LLC
N/A—14,412-14,412-100%$441.6K———
Pinnacle Financial Partners, Inc.
N/A—11,900-11,900-100%$364.7K———
Kintra Wealth, LLC
N/A—9,559-9,559-100%$297.9K———
Royal Bank of Canada
N/A—4,825-4,825-100%$148.0K———
Showing 17 of 17 institutions