BFC Planning, Inc.’s PGIM US Large-Cap Buffer 20 ETF February PBFB Stock Holding History

BFC Planning, Inc.’s Portfolio PBFB Stock Details PBFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$318K	Hold	9,755	–	–	0.01%	764
2026 Q2	$311K	Hold	9,755	–	–	0.01%	783
2026 Q1	$293K	Hold	9,755	–	–	0.01%	744
2025 Q4	$297K	Hold	9,755	–	–	0.01%	723
2025 Q3	$290K	Hold	9,755	–	–	0.02%	543
2025 Q2	$279K	Hold	9,755	–	–	0.02%	510
2025 Q1	$265K	Buy	+9,755	New	+$270K	0.02%	509

Other funds holding PBFB

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

BFC Planning, Inc.'s PBFB Position: Q3 2026 in Review

BFC Planning, Inc. held its PGIM US Large-Cap Buffer 20 ETF February (PBFB) position steady in Q3 2026 at 9,755 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #764.

BFC Planning, Inc. first reported a position in PBFB in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold PBFB as of Q3 2026.

BFC Planning, Inc. held 9,755 shares of PGIM US Large-Cap Buffer 20 ETF February worth $318K as of Q3 2026.
BFC Planning, Inc. left its PGIM US Large-Cap Buffer 20 ETF February share count unchanged in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF February made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #764 holding.
BFC Planning, Inc. first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2025 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.