Pgim S&P 500 Buffer 20-JanPBJAETF
13F holders, Q2 2025 (June 30)13holders +2
3new positions
1sold out
$29.09avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Pgim S&P 500 Buffer 20-Jan (PBJA) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Compass Advisory Group LLC ($26.5M), Prudential Financial Inc. ($4.5M) and Long Island Wealth Management, Inc. ($2.2M).
- Company
- Pgim S&P 500 Buffer 20-Jan
- Filed as
- PGIM ROCK ETF TR (Q2 2025)
- CUSIP
- 69420N205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $222K |
| Exits | 1 | $222K |
All 13F filers, Q1 2025 → Q2 2025: 52,802 shares bought and 214,234 shares sold, net −161,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Compass Advisory Group LLC | 8.40% | Add +0.5% | 912,419 | $26.5M |
| Prudential Financial Inc. | 0.01% | Add +34.4% | 155,359 | $4.5M |
| Long Island Wealth Management, Inc. | 1.15% | Reduce -73.1% | 75,839 | $2.2M |
| Centaurus Financial, Inc. | 0.10% | Reduce -0.8% | 56,776 | $1.7M |
| Jim Saulnier & Associates, LLC | 0.75% | No change | 37,835 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | No change | 27,815 | $809K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 23,934 | $696K |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 9,426 | $274K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 9,005 | $262K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 5,724 | $167K |
| Royal Bank of Canada | 0.00% | New | 3,035 | $88K |
| Raymond James Financial Inc. | 0.00% | New | 2,768 | $81K |
| UBS Group AG | 0.00% | New | 1,847 | $54K |
"% of holder's portfolio" is PBJA's weight in each manager's 13F, not the share of Pgim S&P 500 Buffer 20-Jan the manager owns.