FWM
PBFR

Foguth Wealth Management’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Foguth Wealth Management’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 		$7.81M Buy
254,791
+5,994
+2% +$181K 0.89% 35
2026
Q1 		$7.6M Buy
248,797
+67,556
+37% +$1.98M 0.89% 33
2025
Q4 		$5.3M Buy
+181,241
New +$5.23M 0.82% 44

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foguth Wealth Management's PBFR Position: Q2 2026 in Review

Foguth Wealth Management increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 2.4% in Q2 2026, buying an estimated $181K and bringing the position to 254,791 shares worth $7.81M. The position accounts for 0.89% of the portfolio, ranked #35.

Foguth Wealth Management first reported a position in PBFR in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • Foguth Wealth Management held 254,791 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $7.81M as of Q2 2026.
  • Foguth Wealth Management bought 5,994 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $181K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.89% of Foguth Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Foguth Wealth Management first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.