AIA
BUFP

AssuredPartners Investment Advisors’s PGIM Laddered S&P 500 Buffer 12 ETF BUFP Stock Holding History

AssuredPartners Investment Advisors’s Portfolio BUFP Stock Details BUFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.47M Sell
149,072
-3,156
-2% -$95.2K 0.49% 55
2025
Q4 		$4.59M Buy
152,228
+130,713
+608% +$3.88M 0.68% 34
2025
Q3 		$632K Buy
+21,515
New +$618K 0.14% 117

Other funds holding BUFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AssuredPartners Investment Advisors's BUFP Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) stake by 2.1% in Q1 2026, selling an estimated $95.2K and leaving 149,072 shares worth $4.47M. The position accounts for 0.49% of the portfolio, ranked #55.

AssuredPartners Investment Advisors first reported a position in BUFP in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.59M in Q4 2025. 30 funds tracked by Wall St. Rank hold BUFP as of Q1 2026.

  • AssuredPartners Investment Advisors held 149,072 shares of PGIM Laddered S&P 500 Buffer 12 ETF worth $4.47M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 3,156 PGIM Laddered S&P 500 Buffer 12 ETF shares in Q1 2026, an estimated $95.2K.
  • PGIM Laddered S&P 500 Buffer 12 ETF made up 0.49% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • AssuredPartners Investment Advisors first reported a position in PGIM Laddered S&P 500 Buffer 12 ETF in Q3 2025 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's PGIM Laddered S&P 500 Buffer 12 ETF position peaked at $4.59M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.