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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Foguth Wealth Management, Llc.
INCREASED
Shares492,699 from 460,078
Change+32,621 (+7%)
Value$15.7M (+$1.3M)
Filed 2026-10-19
JIM Saulnier & Associates, LLC
INCREASED
Shares196,928 from 127,411
Change+69,517 (+55%)
Value$6.3M (+$2.3M)
Filed 2026-11-04
Blue Water Asset Management
INCREASED
Shares68,173 from 39,232
Change+28,941 (+74%)
Value$2.2M (+$944.4K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares51,952
Change+51,952
Value$1.7M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares51,952 from 20,808
Change+31,144 (+150%)
Value$1.7M (+$1.0M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares32,576 from 32,928
Change-352 (-1%)
Value$1.0M (+$7.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares28,840
Change+28,840
Value$918.8K
Filed 2026-11-02
Long Island Wealth Management, Inc.
INCREASED
Shares19,080 from 17,034
Change+2,046 (+12%)
Value$607.9K (+$74.9K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares8,908 from 6,495
Change+2,413 (+37%)
Value$283.8K (+$80.6K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares7,072 from 866
Change+6,206 (+717%)
Value$225.3K (+$198.2K)
Filed 2026-11-06
Prudential Financial Inc
N/A
Shares— from 484,546
Change-484,546 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 139,426
Change-139,426 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 82,439
Change-82,439 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 18,674
Change-18,674 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
UBS Group AG
N/A
Shares— from 131
Change-131 (-100%)
Value—
Status
Foguth Wealth Management, Llc.
INCREASED492,699460,078+32,621+7%$14.4M$15.7M+$1.3M2026-10-19
JIM Saulnier & Associates, LLC
INCREASED196,928127,411+69,517+55%$4.0M$6.3M+$2.3M2026-11-04
Blue Water Asset Management
INCREASED68,17339,232+28,941+74%$1.2M$2.2M+$944.4K2026-11-04
Concurrent Investment Advisors, LLC
NEW51,952—+51,952——$1.7M—2026-10-16
Spire Wealth Management
INCREASED51,95220,808+31,144+150%$651.1K$1.7M+$1.0M2026-10-30
Commonwealth Equity Services, LLC
DECREASED32,57632,928-352-1%$1.0M$1.0M+$7.5K2026-11-02
Kestra Advisory Services, LLC
NEW28,840—+28,840——$918.8K—2026-11-02
Long Island Wealth Management, Inc.
INCREASED19,08017,034+2,046+12%$533.0K$607.9K+$74.9K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED8,9086,495+2,413+37%$203.2K$283.8K+$80.6K2026-10-23
PNC Financial Services Group, Inc.
INCREASED7,072866+6,206+717%$27.1K$225.3K+$198.2K2026-11-06
Prudential Financial Inc
N/A—484,546-484,546-100%$15.2M———
Centaurus Financial, Inc.
N/A—139,426-139,426-100%$4.4M———
American Asset Management Inc.
N/A—82,439-82,439-100%$2.6M———
Kintra Wealth, LLC
N/A—18,674-18,674-100%$595.9K———
Raymond James Financial Inc
N/A—15,050-15,050-100%$470.9K———
Bcgm Wealth Management, LLC
N/A—11,730-11,730-100%$367.0K———
Steward Partners Investment Advisory, LLC
N/A—1,916-1,916-100%$60.0K———
UBS Group AG
N/A—131-131-100%$4.1K———
Showing 18 of 18 institutions