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
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 $197M AUM 22.72% 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 $710M AUM 18.48% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BLVD Private Wealth's PBFR Position: Q1 2026 in Review

BLVD Private Wealth increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 29% in Q1 2026, buying an estimated $1.27M and bringing the position to 195,442 shares worth $5.67M. The position accounts for 4.93% of the portfolio, ranked #3.

BLVD Private Wealth 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.

  • BLVD Private Wealth held 195,442 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $5.67M as of Q1 2026.
  • BLVD Private Wealth bought 43,553 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $1.27M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 4.93% of BLVD Private Wealth's portfolio in Q1 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 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 BLVD Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.