AA Financial Advisors
PBFR icon

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
Q3 		$10.5M Sell
336,243
-548
-0.2% -$17K 1.25% 22
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brucke Financial
Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
BLVD Private Wealth
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AA Financial Advisors's PBFR Position: Q3 2026 in Review

AA Financial Advisors reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 0.16% in Q3 2026, selling an estimated $17K and leaving 336,243 shares worth $10.5M. The position accounts for 1.25% of the portfolio, ranked #22.

AA Financial Advisors first reported a position in PBFR in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

  • AA Financial Advisors held 336,243 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $10.5M as of Q3 2026.
  • AA Financial Advisors sold 548 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $17K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 1.25% of AA Financial Advisors's portfolio in Q3 2026, its #22 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 4 quarters since.
  • 24 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.