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PQJLPGIM Nasdaq-100 Buffer 12 ETF - July

Stay safeGrow my money1y track recordRanked #235 of 387 in this goal

Seeks to provide returns that match the price return of the Invesco QQQ Trust up to a 16.61% cap while providing a 12% downside buffer.

By PGIM · Launched 2024

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$25M

#4,383 of 6,040 · small

Return (1Y)

+11.3%

Track Record

1 year

#3,977 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,054+10.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

Nasdaq-100 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.0% of fundconcentrated

CBOE GLOBAL MARKETS, INC.QQQ 6 C5.52
105.6%
(PIPA070) PGIM Core Government Money Market Fund
0.5%
CBOE GLOBAL MARKETS, INC.QQQ 6 P551.64
0.3%
CBOE GLOBAL MARKETS, INC.QQQ 6 P485.44
-0.1%
CBOE GLOBAL MARKETS, INC.QQQ 6 C643.27
-6.3%

Asset allocation

Stocks
98.9%
Cash
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.5%Low

Year-on-year price swings

Max drawdown
-6.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide returns that match the price return of the Invesco QQQ Trust up to a 16.61% cap while providing a 12% downside buffer.
Strategy
Actively managed ETF that invests at least 80% of net assets in FLEX Options on the Invesco QQQ Trust to provide a limited buffer against the first 12% of losses and upside participation up to 16.61%. Targets returns based on the Nasdaq-100 Index.
Inception date
December 27, 2024
Fund family
PGIM

Next steps

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Data updated on 2026-09-18