Great Valley Advisor Group’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Great Valley Advisor Group’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	$831K	Buy	+28,668	New	+$839K	0.02%	544

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $197M AUM 22.72% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Great Valley Advisor Group's PBFR Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q1 2026: 28,668 shares worth $831K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings.

34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

Great Valley Advisor Group held 28,668 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $831K as of Q1 2026.
PGIM Laddered S&P 500 Buffer 20 ETF was a new Great Valley Advisor Group position in Q1 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #544 holding.
34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.