AssuredPartners Investment Advisors’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

AssuredPartners Investment Advisors’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	$1.7M	Sell	55,372 -893	-2%	-$27K	0.16%	145
2026 Q1	$1.64M	Buy	56,265 +86	+0.2%	+$2.52K	0.18%	136
2025 Q4	$1.64M	Buy	56,179 +45,070	+406%	+$1.3M	0.24%	102
2025 Q3	$318K	Buy	+11,109	New	+$312K	0.07%	198

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AssuredPartners Investment Advisors reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 1.6% in Q2 2026, selling an estimated $27K and leaving 55,372 shares worth $1.7M. The position accounts for 0.16% of the portfolio, ranked #145.

AssuredPartners Investment Advisors first reported a position in PBFR in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

AssuredPartners Investment Advisors held 55,372 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $1.7M as of Q2 2026.
AssuredPartners Investment Advisors sold 893 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $27K.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #145 holding.
AssuredPartners Investment Advisors first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q3 2025 and has held it in 4 quarters since.
42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

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