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
Q2 		$4.7M Sell
146,647
-2,425
-2% -$76.3K 0.45% 59
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssuredPartners Investment Advisors's BUFP Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) stake by 1.6% in Q2 2026, selling an estimated $76.3K and leaving 146,647 shares worth $4.7M. The position accounts for 0.45% of the portfolio, ranked #59.

AssuredPartners Investment Advisors first reported a position in BUFP in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold BUFP as of Q2 2026.

  • AssuredPartners Investment Advisors held 146,647 shares of PGIM Laddered S&P 500 Buffer 12 ETF worth $4.7M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 2,425 PGIM Laddered S&P 500 Buffer 12 ETF shares in Q2 2026, an estimated $76.3K.
  • PGIM Laddered S&P 500 Buffer 12 ETF made up 0.45% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #59 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 4 quarters since.
  • 39 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.