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 Q3	$352K	Sell	11,242 -243,549	-96%	-$7.55M	0.04%	161
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Foguth Wealth Management's PBFR Position: Q3 2026 in Review

Foguth Wealth Management reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 96% in Q3 2026, selling an estimated $7.55M and leaving 11,242 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #161.

Foguth Wealth Management first reported a position in PBFR in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.81M in Q2 2026. 7 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

Foguth Wealth Management held 11,242 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $352K as of Q3 2026.
Foguth Wealth Management sold 243,549 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $7.55M.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.04% of Foguth Wealth Management's portfolio in Q3 2026, its #161 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 4 quarters since.
Foguth Wealth Management's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $7.81M in Q2 2026.
7 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.