Compass Advisory Group LLC Makes New $3.27 Million Investment in PGIM US LARGE CAP BUFFER 20 JUL $PBJL

Compass Advisory Group LLC purchased a new position in shares of PGIM US LARGE CAP BUFFER 20 JUL (NYSEARCA:PBJL) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 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 holdings, making the stock its 24th largest holding. Compass Advisory Group LLC owned approximately 12.64% of PGIM US LARGE CAP BUFFER 20 JUL as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the stock. Prudential Financial Inc. boosted its stake in PGIM US LARGE CAP BUFFER 20 JUL by 34.4% during the second quarter. Prudential Financial Inc. now owns 162,898 shares of the company’s stock worth $4,626,000 after acquiring an additional 41,695 shares in the last quarter. Jim Saulnier & Associates LLC boosted its position in shares of PGIM US LARGE CAP BUFFER 20 JUL by 40.4% during the 3rd quarter. Jim Saulnier & Associates LLC now owns 127,411 shares of the company’s stock worth $3,747,000 after purchasing an additional 36,680 shares in the last quarter. American Asset Management Inc. grew its stake in shares of PGIM US LARGE CAP BUFFER 20 JUL by 47.0% in the 3rd quarter. American Asset Management Inc. now owns 55,852 shares of the company’s stock valued at $1,642,000 after buying an additional 17,852 shares during the period. Spire Wealth Management bought a new stake in PGIM US LARGE CAP BUFFER 20 JUL in the 3rd quarter valued at about $1,201,000. Finally, BCGM Wealth Management LLC acquired a new position in PGIM US LARGE CAP BUFFER 20 JUL during the 2nd quarter worth approximately $333,000.

PGIM US LARGE CAP BUFFER 20 JUL Price Performance

NYSEARCA PBJL opened at $30.04 on Friday. The company has a fifty 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 12-month low of $24.84 and a 12-month high of $30.22.

About PGIM US LARGE CAP BUFFER 20 JUL

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.