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
Q1 		$196K Buy
+6,755
New +$198K 0.01% 645

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
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
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

Capital Analysts LLC's PBFR Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q1 2026: 6,755 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Capital Analysts LLC held 6,755 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $196K as of Q1 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF was a new Capital Analysts LLC position in Q1 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #645 holding.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.