Compass Advisory Group LLC Boosts Stake in PGIM S&P 500 Buffer 20 ETF – January $PBJA

Compass Advisory Group LLC boosted its holdings in PGIM S&P 500 Buffer 20 ETF – January (BATS:PBJAFree Report) by 79.5% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 305,732 shares of the company’s stock after acquiring an additional 135,416 shares during the quarter. PGIM S&P 500 Buffer 20 ETF – January accounts for about 2.5% of Compass Advisory Group LLC’s investment portfolio, making the stock its 15th largest position. Compass Advisory Group LLC owned 18.76% of PGIM S&P 500 Buffer 20 ETF – January worth $9,302,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Blue Water Asset Management bought a new stake in shares of PGIM S&P 500 Buffer 20 ETF – January during the 4th quarter valued at about $5,098,000. American Asset Management Inc. bought a new position in shares of PGIM S&P 500 Buffer 20 ETF – January in the fourth quarter worth approximately $4,202,000. Long Island Wealth Management Inc. raised its stake in PGIM S&P 500 Buffer 20 ETF – January by 93.5% in the first quarter. Long Island Wealth Management Inc. now owns 163,247 shares of the company’s stock valued at $4,967,000 after purchasing an additional 78,867 shares in the last quarter. Commonwealth Equity Services LLC raised its stake in PGIM S&P 500 Buffer 20 ETF – January by 68.5% in the fourth quarter. Commonwealth Equity Services LLC now owns 41,791 shares of the company’s stock valued at $1,291,000 after purchasing an additional 16,983 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new stake in PGIM S&P 500 Buffer 20 ETF – January during the second quarter valued at approximately $81,000.

PGIM S&P 500 Buffer 20 ETF – January Price Performance

PBJA stock opened at $32.08 on Friday. PGIM S&P 500 Buffer 20 ETF – January has a one year low of $28.62 and a one year high of $32.29. The firm has a 50 day simple moving average of $31.97 and a two-hundred day simple moving average of $31.24.

About PGIM S&P 500 Buffer 20 ETF – January

(Free Report)

The PGIM US Large-Cap Buffer 20 ETF – January (PBJA) 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. PBJA was launched on Dec 29, 2023 and is issued by PGIM.

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Institutional Ownership by Quarter for PGIM S&P 500 Buffer 20 ETF - January (BATS:PBJA)

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