AIA
PBQQ

AssuredPartners Investment Advisors’s PGIM Laddered Nasdaq-100 Buffer 12 ETF PBQQ Stock Holding History

AssuredPartners Investment Advisors’s Portfolio PBQQ Stock Details PBQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73M Buy
95,288
+32,564
+52% +$938K 0.3% 84
2025
Q4 		$1.81M Buy
62,724
+54,052
+623% +$1.54M 0.27% 89
2025
Q3 		$244K Buy
+8,672
New +$238K 0.05% 232

Other funds holding PBQQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

AssuredPartners Investment Advisors increased its PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) stake by 52% in Q1 2026, buying an estimated $938K and bringing the position to 95,288 shares worth $2.73M. The position accounts for 0.3% of the portfolio, ranked #84.

AssuredPartners Investment Advisors first reported a position in PBQQ in Q3 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold PBQQ as of Q1 2026.

  • AssuredPartners Investment Advisors held 95,288 shares of PGIM Laddered Nasdaq-100 Buffer 12 ETF worth $2.73M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 32,564 PGIM Laddered Nasdaq-100 Buffer 12 ETF shares in Q1 2026, an estimated $938K.
  • PGIM Laddered Nasdaq-100 Buffer 12 ETF made up 0.3% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • AssuredPartners Investment Advisors first reported a position in PGIM Laddered Nasdaq-100 Buffer 12 ETF in Q3 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held PGIM Laddered Nasdaq-100 Buffer 12 ETF as of Q1 2026.

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