BPW
PBFR

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
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

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BLVD Private Wealth's PBFR Position: Q2 2026 in Review

BLVD Private Wealth increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 5.4% in Q2 2026, buying an estimated $319K and bringing the position to 206,019 shares worth $6.31M. The position accounts for 4.69% of the portfolio, ranked #3.

BLVD Private Wealth 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.

  • BLVD Private Wealth held 206,019 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $6.31M as of Q2 2026.
  • BLVD Private Wealth bought 10,577 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $319K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 4.69% of BLVD Private Wealth's portfolio in Q2 2026, its #3 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 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 BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.