Compass Advisory Group LLC Acquires Shares of 111,200 PGIM US LARGE CAP BUFFER 20 JUL $PBJL

Compass Advisory Group LLC bought a new stake in PGIM US LARGE CAP BUFFER 20 JUL (NYSEARCA:PBJL) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 111,200 shares of the company’s stock, valued at approximately $3,270,000. PGIM US LARGE CAP BUFFER 20 JUL makes up 0.9% of Compass Advisory Group LLC’s portfolio, making the stock its 24th largest holding. Compass Advisory Group LLC owned approximately 0.13% of PGIM US LARGE CAP BUFFER 20 JUL as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Long Island Wealth Management Inc. bought a new stake in PGIM US LARGE CAP BUFFER 20 JUL in the 3rd quarter valued at about $209,000. American Asset Management Inc. increased its stake in shares of PGIM US LARGE CAP BUFFER 20 JUL by 47.0% in the third quarter. American Asset Management Inc. now owns 55,852 shares of the company’s stock worth $1,642,000 after purchasing an additional 17,852 shares in the last quarter. Jim Saulnier & Associates LLC raised its position in shares of PGIM US LARGE CAP BUFFER 20 JUL by 40.4% in the third quarter. Jim Saulnier & Associates LLC now owns 127,411 shares of the company’s stock valued at $3,747,000 after purchasing an additional 36,680 shares during the period. Spire Wealth Management purchased a new stake in shares of PGIM US LARGE CAP BUFFER 20 JUL during the 3rd quarter valued at approximately $1,201,000. Finally, DHJJ Financial Advisors Ltd. lifted its stake in shares of PGIM US LARGE CAP BUFFER 20 JUL by 75.5% during the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 6,495 shares of the company’s stock valued at $191,000 after buying an additional 2,795 shares in the last quarter.

PGIM US LARGE CAP BUFFER 20 JUL Trading Up 0.0%

PGIM US LARGE CAP BUFFER 20 JUL stock opened at $30.04 on Friday. The firm has a 50 day simple moving average of $30.01 and a 200 day simple moving average of $29.54. PGIM US LARGE CAP BUFFER 20 JUL has a 1-year low of $24.84 and a 1-year high of $30.22.

PGIM US LARGE CAP BUFFER 20 JUL Profile

The PGIM S&P 500 Buffer 20 ETF – July (PBJL) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust over a specific holdings period. The actively managed fund holds options and collateral. PBJL was launched on May 7, 2024 and is issued by PGIM.