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 Q3	$296K	Buy	9,394 +1,851	+25%	+$57.4K	0.03%	478
2026 Q2	$232K	Buy	+7,543	New	+$228K	0.02%	516

Other funds holding PBFR

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Accurate Wealth Management's PBFR Position: Q3 2026 in Review

Accurate Wealth Management increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 25% in Q3 2026, buying an estimated $57.4K and bringing the position to 9,394 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #478.

Accurate Wealth Management first reported a position in PBFR in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

Accurate Wealth Management held 9,394 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $296K as of Q3 2026.
Accurate Wealth Management bought 1,851 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $57.4K.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #478 holding.
Accurate Wealth Management first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.