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 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%	+$9.85K	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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return

Fermata Advisors's BUFP Position: Q2 2026 in Review

Fermata Advisors increased its PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) stake by 1.6% in Q2 2026, buying an estimated $98K and bringing the position to 192,219 shares worth $6.16M. The position accounts for 1.25% of the portfolio, ranked #20.

Fermata Advisors first reported a position in BUFP in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold BUFP as of Q2 2026.

Fermata Advisors held 192,219 shares of PGIM Laddered S&P 500 Buffer 12 ETF worth $6.16M as of Q2 2026.
Fermata Advisors bought 3,114 PGIM Laddered S&P 500 Buffer 12 ETF shares in Q2 2026, an estimated $98K.
PGIM Laddered S&P 500 Buffer 12 ETF made up 1.25% of Fermata Advisors's portfolio in Q2 2026, its #20 holding.
Fermata Advisors first reported a position in PGIM Laddered S&P 500 Buffer 12 ETF in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.