AIA
PBFR

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
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

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 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
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

AssuredPartners Investment Advisors increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 0.15% in Q1 2026, buying an estimated $2.52K and bringing the position to 56,265 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #136.

AssuredPartners Investment Advisors first reported a position in PBFR in Q3 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • AssuredPartners Investment Advisors held 56,265 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $1.64M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 86 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $2.52K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.18% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #136 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 3 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

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