CA
PBFR

Claro Advisors’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Claro Advisors’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 		$1.73M Buy
56,299
+14,257
+34% +$430K 0.18% 93
2026
Q1 		$1.22M Buy
42,042
+12,829
+44% +$375K 0.15% 129
2025
Q4 		$854K Buy
29,213
+19,446
+199% +$561K 0.12% 154
2025
Q3 		$279K Buy
+9,767
New +$275K 0.04% 328

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 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
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
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

Claro Advisors's PBFR Position: Q2 2026 in Review

Claro Advisors increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 34% in Q2 2026, buying an estimated $430K and bringing the position to 56,299 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #93.

Claro Advisors first reported a position in PBFR in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • Claro Advisors held 56,299 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $1.73M as of Q2 2026.
  • Claro Advisors bought 14,257 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $430K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.18% of Claro Advisors's portfolio in Q2 2026, its #93 holding.
  • Claro Advisors first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.