GVAG
PBFR

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
Q2 		$1.81M Buy
59,232
+30,564
+107% +$923K 0.03% 427
2026
Q1 		$831K Buy
+28,668
New +$839K 0.02% 544

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Great Valley Advisor Group's PBFR Position: Q2 2026 in Review

Great Valley Advisor Group increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 107% in Q2 2026, buying an estimated $923K and bringing the position to 59,232 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #427.

Great Valley Advisor Group first reported a position in PBFR in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • Great Valley Advisor Group held 59,232 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $1.81M as of Q2 2026.
  • Great Valley Advisor Group bought 30,564 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $923K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #427 holding.
  • Great Valley Advisor Group first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.