Fermata Advisors’s PGIM Laddered S&P 500 Buffer 12 ETF BUFP Stock Holding History

Fermata Advisors’s Portfolio BUFP Stock Details BUFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.18M	Sell	187,996 -4,223	-2%	-$137K	1.2%	23
2026 Q2	$6.16M	Buy	192,219 +3,114	+2%	+$98K	1.25%	20
2026 Q1	$5.62M	Buy	189,105 +1,780	+1%	+$53.7K	1.27%	24
2025 Q4	$5.64M	Buy	187,325 +4,141	+2%	+$123K	1.35%	23
2025 Q3	$5.38M	Buy	183,184 +16,380	+10%	+$470K	1.36%	22
2025 Q2	$4.68M	Buy	166,804 +371	+0.2%	+$9.9K	1.25%	21
2025 Q1	$4.36M	Sell	166,433 -2,594	-2%	-$69.7K	0.79%	33
2024 Q4	$4.51M	Buy	+169,027	New	+$4.5M	0.84%	27

Other funds holding BUFP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fermata Advisors's BUFP Position: Q3 2026 in Review

Fermata Advisors reduced its PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) stake by 2.2% in Q3 2026, selling an estimated $137K and leaving 187,996 shares worth $6.18M. The position accounts for 1.2% of the portfolio, ranked #23.

Fermata Advisors first reported a position in BUFP in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold BUFP as of Q3 2026.

Fermata Advisors held 187,996 shares of PGIM Laddered S&P 500 Buffer 12 ETF worth $6.18M as of Q3 2026.
Fermata Advisors sold 4,223 PGIM Laddered S&P 500 Buffer 12 ETF shares in Q3 2026, an estimated $137K.
PGIM Laddered S&P 500 Buffer 12 ETF made up 1.2% of Fermata Advisors's portfolio in Q3 2026, its #23 holding.
Fermata Advisors first reported a position in PGIM Laddered S&P 500 Buffer 12 ETF in Q4 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.