AC
PBFR

Apella Capital’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Apella Capital’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 		$12.2M Buy
397,660
+51,524
+15% +$1.56M 0.17% 99
2026
Q1 		$10.4M Buy
+346,136
New +$10.1M 0.15% 110

Other funds holding PBFR

TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Apella Capital's PBFR Position: Q2 2026 in Review

Apella Capital increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 15% in Q2 2026, buying an estimated $1.56M and bringing the position to 397,660 shares worth $12.2M. The position accounts for 0.17% of the portfolio, ranked #99.

Apella Capital first reported a position in PBFR in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • Apella Capital held 397,660 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $12.2M as of Q2 2026.
  • Apella Capital bought 51,524 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $1.56M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #99 holding.
  • Apella Capital first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.