AFA
PBFR

AA Financial Advisors’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

AA Financial Advisors’s Portfolio PBFR Stock Details PBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Buy
336,791
+64,291
+24% +$1.94M 1.24% 20
2026
Q1 		$7.9M Buy
272,500
+182,661
+203% +$5.35M 1.11% 28
2025
Q4 		$2.63M Buy
+89,839
New +$2.59M 0.49% 48

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AA Financial Advisors's PBFR Position: Q2 2026 in Review

AA Financial Advisors increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 24% in Q2 2026, buying an estimated $1.94M and bringing the position to 336,791 shares worth $10.3M. The position accounts for 1.24% of the portfolio, ranked #20.

AA Financial Advisors first reported a position in PBFR in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • AA Financial Advisors held 336,791 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $10.3M as of Q2 2026.
  • AA Financial Advisors bought 64,291 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $1.94M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 1.24% of AA Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • AA Financial Advisors first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.