Accurate Wealth Management’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Accurate Wealth Management’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	$232K	Buy	+7,543	New	+$228K	0.02%	516

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

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

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Accurate Wealth Management's PBFR Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q2 2026: 7,543 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings.

42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

Accurate Wealth Management held 7,543 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $232K as of Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF was a new Accurate Wealth Management position in Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #516 holding.
42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.