CAL
PBFR

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

Capital Analysts LLC’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 		$421K Buy
13,753
+6,998
+104% +$211K 0.01% 523
2026
Q1 		$196K Buy
+6,755
New +$198K 0.01% 645

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
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Capital Analysts LLC's PBFR Position: Q2 2026 in Review

Capital Analysts LLC increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 104% in Q2 2026, buying an estimated $211K and bringing the position to 13,753 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #523.

Capital Analysts LLC first reported a position in PBFR in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • Capital Analysts LLC held 13,753 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $421K as of Q2 2026.
  • Capital Analysts LLC bought 6,998 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $211K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #523 holding.
  • Capital Analysts LLC first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.