BFC Planning, Inc.’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

BFC Planning, Inc.’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	$203K	Hold	6,508	–	–	0.01%	926
2026 Q2	$199K	Hold	6,508	–	–	0.01%	933
2026 Q1	$189K	Hold	6,508	–	–	0.01%	895
2025 Q4	$190K	Hold	6,508	–	–	0.01%	885
2025 Q3	$186K	Hold	6,508	–	–	0.01%	695
2025 Q2	$180K	Hold	6,508	–	–	0.01%	672
2025 Q1	$170K	Buy	6,508 +1,278	+24%	+$34K	0.02%	673
2024 Q4	$138K	Buy	+5,230	New	+$138K	0.01%	744

Other funds holding PBFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

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

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

BFC Planning, Inc. held its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) position steady in Q3 2026 at 6,508 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #926.

BFC Planning, Inc. first reported a position in PBFR in Q4 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

BFC Planning, Inc. held 6,508 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $203K as of Q3 2026.
BFC Planning, Inc. left its PGIM Laddered S&P 500 Buffer 20 ETF share count unchanged in Q3 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #926 holding.
BFC Planning, Inc. first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

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