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Pgim S&P 500 Buffer 12 ETF - (JUNP)

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
Shares456,095 from 426,180
Change+29,915 (+7%)
Value$14.7M (+$1.3M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares116,320 from 137,992
Change-21,672 (-16%)
Value$3.8M (-$612.3K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
NEW
Shares58,477
Change+58,477
Value$1.9M
Filed 2026-11-02
Wellment Financial
NEW
Shares49,539
Change+49,539
Value$1.6M
Filed 2026-10-28
POM Investment Strategies, LLC
NEW
Shares43,237
Change+43,237
Value$1.4M
Filed 2026-10-20
FWG Investments, Llc.
NEW
Shares23,324
Change+23,324
Value$753.8K
Filed 2026-11-03
Outlook Wealth Advisors, LLC
NEW
Shares21,840
Change+21,840
Value$705.8K
Filed 2026-10-28
Elevated Capital Advisors, LLC
NEW
Shares21,230
Change+21,230
Value$686.1K
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares19,657 from 12,811
Change+6,846 (+53%)
Value$635.3K (+$229.4K)
Filed 2026-11-02
Integrated Wealth Management
NEW
Shares19,562
Change+19,562
Value$632.2K
Filed 2026-10-19
Aegis Wealth Management, Inc.
NEW
Shares18,522
Change+18,522
Value$598.6K
Filed 2026-10-26
Smart Wealth LLC
NEW
Shares17,887
Change+17,887
Value$578.1K
Filed 2026-11-04
Howard Bailey Securities, LLC
NEW
Shares17,220
Change+17,220
Value$556.5K
Filed 2026-10-27
B.O.S.S. Retirement Advisors, LLC
NEW
Shares14,598
Change+14,598
Value$471.8K
Filed 2026-10-26
Networth Advisors, LLC
NEW
Shares13,239
Change+13,239
Value$427.9K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares11,886 from 11,934
Change-48 (0%)
Value$384.1K (+$6.1K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
NEW
Shares10,249
Change+10,249
Value$331.2K
Filed 2026-11-04
Maltin Wealth Management, Inc.
NEW
Shares9,103
Change+9,103
Value$294.2K
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
NEW
Shares7,109
Change+7,109
Value$229.8K
Filed 2026-11-02
Great Lakes Retirement, Inc.
NEW
Shares7,100
Change+7,100
Value$229.5K
Filed 2026-10-26
Kingdom Financial Group Llc.
NEW
Shares3,303
Change+3,303
Value$106.7K
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares2,562 from 2,562
Change0 (0%)
Value$82.8K (+$1.6K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares2,562 from 2,562
Change0 (0%)
Value$82.8K (+$1.6K)
Filed 2026-10-30
Montgomery Financial Services LLC
NEW
Shares1,807
Change+1,807
Value$58.4K
Filed 2026-11-03
Decker Retirement Planning Inc.
NEW
Shares960
Change+960
Value$31.0K
Filed 2026-10-19
Key Capital Management, Inc
NEW
Shares681
Change+681
Value$22.0K
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$19.7K (+$391)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
NEW
Shares168
Change+168
Value$5.4K
Filed 2026-11-04
Evolution Wealth Management Inc.
NEW
Shares123
Change+123
Value$4.0K
Filed 2026-10-28
Prudential Financial Inc
N/A
Shares— from 556,995
Change-556,995 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,195
Change-24,195 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,158
Change-10,158 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Status
Foguth Wealth Management, Llc.
INCREASED456,095426,180+29,915+7%$13.5M$14.7M+$1.3M2026-10-19
Commonwealth Equity Services, LLC
DECREASED116,320137,992-21,672-16%$4.4M$3.8M-$612.3K2026-11-02
Lloyd Advisory Services, Llc.
NEW58,477—+58,477——$1.9M—2026-11-02
Wellment Financial
NEW49,539—+49,539——$1.6M—2026-10-28
POM Investment Strategies, LLC
NEW43,237—+43,237——$1.4M—2026-10-20
FWG Investments, Llc.
NEW23,324—+23,324——$753.8K—2026-11-03
Outlook Wealth Advisors, LLC
NEW21,840—+21,840——$705.8K—2026-10-28
Elevated Capital Advisors, LLC
NEW21,230—+21,230——$686.1K—2026-11-04
Kestra Advisory Services, LLC
INCREASED19,65712,811+6,846+53%$405.9K$635.3K+$229.4K2026-11-02
Integrated Wealth Management
NEW19,562—+19,562——$632.2K—2026-10-19
Aegis Wealth Management, Inc.
NEW18,522—+18,522——$598.6K—2026-10-26
Smart Wealth LLC
NEW17,887—+17,887——$578.1K—2026-11-04
Howard Bailey Securities, LLC
NEW17,220—+17,220——$556.5K—2026-10-27
B.O.S.S. Retirement Advisors, LLC
NEW14,598—+14,598——$471.8K—2026-10-26
Networth Advisors, LLC
NEW13,239—+13,239——$427.9K—2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED11,88611,934-480%$378.1K$384.1K+$6.1K2026-10-23
Tounjian Advisory Partners, LLC
NEW10,249—+10,249——$331.2K—2026-11-04
Maltin Wealth Management, Inc.
NEW9,103—+9,103——$294.2K—2026-10-13
Quest 10 Wealth Builders, Inc.
NEW7,109—+7,109——$229.8K—2026-11-02
Great Lakes Retirement, Inc.
NEW7,100—+7,100——$229.5K—2026-10-26
Kingdom Financial Group Llc.
NEW3,303—+3,303——$106.7K—2026-11-04
Spire Wealth Management
UNCHANGED2,5622,56200%$81.2K$82.8K+$1.6K2026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED2,5622,56200%$81.2K$82.8K+$1.6K2026-10-30
Montgomery Financial Services LLC
NEW1,807—+1,807——$58.4K—2026-11-03
Decker Retirement Planning Inc.
NEW960—+960——$31.0K—2026-10-19
Key Capital Management, Inc
NEW681—+681——$22.0K—2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED61161100%$19.4K$19.7K+$3912026-11-06
EverSource Wealth Advisors, LLC
NEW168—+168——$5.4K—2026-11-04
Evolution Wealth Management Inc.
NEW123—+123——$4.0K—2026-10-28
Prudential Financial Inc
N/A—556,995-556,995-100%$17.6M———
Cetera Investment Advisers
N/A—24,195-24,195-100%$766.5K———
Raymond James Financial Inc
N/A—11,706-11,706-100%$370.8K———
Old Mission Capital LLC
N/A—10,158-10,158-100%$321.8K———
Harbour Investments, Inc.
N/A—4,230-4,230-100%$134.0K———
Steward Partners Investment Advisory, LLC
N/A—1,598-1,598-100%$50.6K———
Showing 35 of 35 institutions