EFG
PBFR

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

Ehrlich Financial Group’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 		– Sell
-7,021
Closed -$205K – 129
2025
Q4 		$205K Buy
+7,021
New +$202K 0.12% 108

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 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 $832M AUM 20.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 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

Ehrlich Financial Group's PBFR Position: Q1 2026 in Review

Ehrlich Financial Group sold out of PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q1 2026, closing a stake of 7,021 shares — an estimated $205K sold.

Ehrlich Financial Group first reported a position in PBFR in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Ehrlich Financial Group reported no remaining PGIM Laddered S&P 500 Buffer 20 ETF position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 7,021 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $205K.
  • Ehrlich Financial Group first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2025 and held it in 1 quarter.
  • Ehrlich Financial Group's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $205K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.