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
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 $197M AUM 22.72% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AA Financial Advisors's PBFR Position: Q1 2026 in Review

AA Financial Advisors increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 203% in Q1 2026, buying an estimated $5.35M and bringing the position to 272,500 shares worth $7.9M. The position accounts for 1.11% of the portfolio, ranked #28.

AA Financial Advisors first reported a position in PBFR in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • AA Financial Advisors held 272,500 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $7.9M as of Q1 2026.
  • AA Financial Advisors bought 182,661 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $5.35M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 1.11% of AA Financial Advisors's portfolio in Q1 2026, its #28 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 2 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.