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PGIM S&P 500 Buffer 20 ETF - September (PBSE) Institutional Ownership

$30.48 +0.04 (+0.13%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PGIM S&P 500 Buffer 20 ETF - September (BATS:PBSE)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$21.67M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$598.19K
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PBSE Institutional Buying and Selling by Quarter

PGIM S&P 500 Buffer 20 ETF - September Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 American Asset Management Inc.42,561$1.24M1.1%-8.3%15.763%
2/13/2026 Kestra Advisory Services LLC5,454$161K0.0%N/A2.020%
2/12/2026 Commonwealth Equity Services LLC71,459$2.11M0.0%-12.6%26.466%
1/14/2026 Spire Wealth Management105,058$3.10M0.1%-5.2%38.910%
1/12/2026 Richard P Slaughter Associates Inc441,890$13.02M2.7%+4.2%163.662%
1/7/2026 American Asset Management Inc.46,433$1.37M1.2%-0.8%17.197%
11/14/2025Raymond James Financial Inc.7,848$227K0.0%N/A2.907%
11/5/2025 American Asset Management Inc.46,821$1.36M1.2%N/A17.341%
11/3/2025 Jim Saulnier & Associates LLC55,826$1.62M0.9%N/A20.676%
10/23/2025 Spire Wealth Management110,827$3.21M0.1%N/A41.047%
10/20/2025 DHJJ Financial Advisors Ltd.1,547$45K0.0%+57.2%0.573%
10/9/2025 Richard P Slaughter Associates Inc423,947$12.27M2.6%N/A157.017%
8/12/2025Prudential Financial Inc.163,130$4.53M0.0%+34.4%60.418%
7/28/2025 WealthPLAN Partners LLC10,476$291K0.0%N/A3.880%
7/28/2025 WealthPlan Investment Management LLC30,678$852K0.1%N/A11.362%
7/21/2025 DHJJ Financial Advisors Ltd.984$27K0.0%+64.0%0.364%
5/7/2025First Heartland Consultants Inc.22,862$601K0.1%N/A10.887%
2/11/2025Prudential Financial Inc.102,508$2.72M0.0%+98.4%0.000%


PBSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of PGIM S&P 500 Buffer 20 ETF - September. The most heavily invested institutionals were Richard P Slaughter Associates Inc ($13.02M), Prudential Financial Inc. ($4.53M), Spire Wealth Management ($3.10M), Commonwealth Equity Services LLC ($2.11M), Jim Saulnier & Associates LLC ($1.62M), American Asset Management Inc. ($1.24M), and WealthPlan Investment Management LLC ($852K).Learn more on PGIM S&P 500 Buffer 20 ETF - September's institutional investors.

Of the 11 institutional investors that purchased PGIM S&P 500 Buffer 20 ETF - September's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Richard P Slaughter Associates Inc ($441.89K), Spire Wealth Management ($110.83K), Prudential Financial Inc. ($92.60K), Jim Saulnier & Associates LLC ($55.83K), American Asset Management Inc. ($46.82K), WealthPlan Investment Management LLC ($30.68K), and First Heartland Consultants Inc. ($22.86K).

Institutional investors have bought a total of 752,529 shares in the last 24 months. This purchase volume represents approximately $21.67M in transactions.

The following institutional investors have sold PGIM S&P 500 Buffer 20 ETF - September stock in the last 24 months: Commonwealth Equity Services LLC ($10.31K), Spire Wealth Management ($5.77K), and American Asset Management Inc. ($4.26K).

Institutional investors have sold a total of 20,338 shares in the last 24 months. This volume of shares sold represents approximately $598.19K in transactions.


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This page (BATS:PBSE) was last updated on 5/8/2026 by MarketBeat.com Staff.
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