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 Q3	$12.8M	Buy	405,425 +7,765	+2%	+$241K	0.16%	109
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

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

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 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

Apella Capital's PBFR Position: Q3 2026 in Review

Apella Capital increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 2% in Q3 2026, buying an estimated $241K and bringing the position to 405,425 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #109.

Apella Capital first reported a position in PBFR in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

Apella Capital held 405,425 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $12.8M as of Q3 2026.
Apella Capital bought 7,765 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $241K.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.16% of Apella Capital's portfolio in Q3 2026, its #109 holding.
Apella Capital first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2026 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.