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

DHJJ Financial 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	$807K	Buy	26,334 +109	+0.4%	+$3.29K	0.23%	82
2026 Q1	$761K	Buy	26,225 +1,528	+6%	+$44.7K	0.25%	75
2025 Q4	$722K	Buy	24,697 +3,115	+14%	+$89.8K	0.24%	79
2025 Q3	$617K	Buy	21,582 +1,696	+9%	+$47.7K	0.21%	87
2025 Q2	$550K	Buy	19,886 +508	+3%	+$13.5K	0.2%	88
2025 Q1	$507K	Buy	19,378 +4,447	+30%	+$118K	0.2%	87
2024 Q4	$395K	Buy	14,931 +13,456	+912%	+$354K	0.15%	113
2024 Q3	$38.3K	Buy	+1,475	New	+$37.6K	0.02%	343

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

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 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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

DHJJ Financial Advisors's PBFR Position: Q2 2026 in Review

DHJJ Financial Advisors increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 0.42% in Q2 2026, buying an estimated $3.29K and bringing the position to 26,334 shares worth $807K. The position accounts for 0.23% of the portfolio, ranked #82.

DHJJ Financial Advisors first reported a position in PBFR in Q3 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

DHJJ Financial Advisors held 26,334 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $807K as of Q2 2026.
DHJJ Financial Advisors bought 109 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $3.29K.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.23% of DHJJ Financial Advisors's portfolio in Q2 2026, its #82 holding.
DHJJ Financial Advisors first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q3 2024 and has held it in 8 quarters since.
20 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.