FCG
PBFR

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

Financial Connections 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 		$10.2M Buy
351,152
+17,344
+5% +$508K 3.54% 8
2025
Q4 		$9.75M Buy
333,808
+21,841
+7% +$630K 3.35% 7
2025
Q3 		$8.92M Buy
311,967
+3,143
+1% +$88.3K 3.48% 9
2025
Q2 		$8.54M Buy
308,824
+19,327
+7% +$512K 3.52% 10
2025
Q1 		$7.57M Buy
289,497
+281,913
+3,717% +$7.5M 3.4% 10
2024
Q4 		$200K Buy
+7,584
New +$200K 0.1% 51

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Financial Connections Group increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 5.2% in Q1 2026, buying an estimated $508K and bringing the position to 351,152 shares worth $10.2M. The position accounts for 3.54% of the portfolio, ranked #8.

Financial Connections Group first reported a position in PBFR in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Financial Connections Group held 351,152 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $10.2M as of Q1 2026.
  • Financial Connections Group bought 17,344 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $508K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 3.54% of Financial Connections Group's portfolio in Q1 2026, its #8 holding.
  • Financial Connections Group first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.