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Pgim S&P 500 Buff 20 ETF AUG (PBAU)

CUSIP: 69420N817 | NYSE | 23 institutional holders

Quarters

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

JIM Saulnier & Associates, LLC111,056
1.4% of portfolio›$3.6M
Spire Wealth Management51,508
0.1% of portfolio›$1.7M
Concurrent Investment Advisors, LLC51,502
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC35,279
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC14,845
0.0% of portfolio›$476.4K
Kestra Private Wealth Services, LLC14,020
0.0% of portfolio›$450.0K
Blue Water Asset Management10,483
0.1% of portfolio›$336.4K
Dhjj Financial Advisors, Ltd.7,405
0.1% of portfolio›$237.7K
Harbour Investments, Inc.5,559
0.0% of portfolio›$178.4K
PNC Financial Services Group, Inc.1,484
0.0% of portfolio›$47.6K
Sunrise Financial Services, LLC520
0.0% of portfolio›$16.7K
StyleTurnoverLocationFiled
JIM Saulnier & Associates, LLC
111,056$3.6M1.4%ETFMediumFort Collins, CO2026-11-04
Spire Wealth Management
51,508$1.7M0.1%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
51,502$1.7M0.0%CoreMediumTampa, FL2026-10-16
Kestra Advisory Services, LLC
35,279$1.1M0.0%IndexLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
14,845$476.4K0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
14,020$450.0K0.0%GrowthLowAustin, TX2026-11-06
Blue Water Asset Management
10,483$336.4K0.1%ETFLowGrand Rapids, MI2026-11-04
Dhjj Financial Advisors, Ltd.
7,405$237.7K0.1%ETFVery LowNaperville, IL2026-10-23
Harbour Investments, Inc.
5,559$178.4K0.0%ETFLowMadison, WI2026-11-09
PNC Financial Services Group, Inc.
1,484$47.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Sunrise Financial Services, LLC
520$16.7K0.0%ETFMediumBurien, WA2026-10-21