BCM
PBFR

BluePath Capital Management’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

BluePath Capital Management’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 		$778K Buy
25,402
+20
+0.1% +$604 0.43% 82
2026
Q1 		$736K Buy
25,382
+1
+0% +$29 0.51% 76
2025
Q4 		$742K Buy
+25,381
New +$732K 0.5% 74

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

BluePath Capital Management's PBFR Position: Q2 2026 in Review

BluePath Capital Management increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 0.08% in Q2 2026, buying an estimated $604 and bringing the position to 25,402 shares worth $778K. The position accounts for 0.43% of the portfolio, ranked #82.

BluePath Capital Management first reported a position in PBFR in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • BluePath Capital Management held 25,402 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $778K as of Q2 2026.
  • BluePath Capital Management bought 20 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $604.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.43% of BluePath Capital Management's portfolio in Q2 2026, its #82 holding.
  • BluePath Capital Management first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.