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

CUSIP: 69420N874 | NYSE | 21 institutional holders

Quarters

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

JIM Saulnier & Associates, LLC154,475
1.9% of portfolio›$4.9M
Concurrent Investment Advisors, LLC61,789
0.0% of portfolio›$2.0M
Spire Wealth Management58,807
0.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC33,374
0.0% of portfolio›$1.1M
Blue Water Asset Management15,881
0.2% of portfolio›$505.0K
Kestra Private Wealth Services, LLC15,587
0.0% of portfolio›$495.7K
Dhjj Financial Advisors, Ltd.3,821
0.0% of portfolio›$121.5K
StyleTurnoverLocationFiled
JIM Saulnier & Associates, LLC
154,475$4.9M1.9%ETFLowFort Collins, CO2026-11-04
Concurrent Investment Advisors, LLC
61,789$2.0M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
58,807$1.9M0.1%GrowthMediumMclean, VA2026-10-30
Commonwealth Equity Services, LLC
33,374$1.1M0.0%ETFLowWaltham, MA2026-11-02
Blue Water Asset Management
15,881$505.0K0.2%ETFLowGrand Rapids, MI2026-11-04
Kestra Private Wealth Services, LLC
15,587$495.7K0.0%GrowthLowAustin, TX2026-10-30
Dhjj Financial Advisors, Ltd.
3,821$121.5K0.0%ETFVery LowNaperville, IL2026-10-23