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
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 $197M AUM 22.72% 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 $710M AUM 18.48% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 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

Foguth Wealth Management's PBFR Position: Q1 2026 in Review

Foguth Wealth Management increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 37% in Q1 2026, buying an estimated $1.98M and bringing the position to 248,797 shares worth $7.6M. The position accounts for 0.89% of the portfolio, ranked #33.

Foguth Wealth Management first reported a position in PBFR in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Foguth Wealth Management held 248,797 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $7.6M as of Q1 2026.
  • Foguth Wealth Management bought 67,556 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $1.98M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.89% of Foguth Wealth Management's portfolio in Q1 2026, its #33 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 2 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.