BLVD Private Wealth’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

BLVD Private Wealth’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 Q3	$7.13M	Buy	228,000 +21,981	+11%	+$681K	5.3%	2
2026 Q2	$6.31M	Buy	206,019 +10,577	+5%	+$319K	4.69%	3
2026 Q1	$5.67M	Buy	195,442 +43,553	+29%	+$1.27M	4.93%	3
2025 Q4	$4.44M	Buy	151,889 +40,382	+36%	+$1.16M	3.86%	7
2025 Q3	$3.19M	Buy	+111,507	New	+$3.13M	2.74%	8

Other funds holding PBFR

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BLVD Private Wealth's PBFR Position: Q3 2026 in Review

BLVD Private Wealth increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 11% in Q3 2026, buying an estimated $681K and bringing the position to 228,000 shares worth $7.13M. The position accounts for 5.3% of the portfolio, ranked #2.

BLVD Private Wealth first reported a position in PBFR in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

BLVD Private Wealth held 228,000 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $7.13M as of Q3 2026.
BLVD Private Wealth bought 21,981 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $681K.
PGIM Laddered S&P 500 Buffer 20 ETF made up 5.3% of BLVD Private Wealth's portfolio in Q3 2026, its #2 holding.
BLVD Private Wealth first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.