Harbour Investments’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Harbour Investments’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	$89.8K	Sell	3,095 -1,365	-31%	-$39.9K	﹤0.01%	2014
2025 Q4	$130K	Hold	4,460	–	–	﹤0.01%	1498
2025 Q3	$128K	Hold	4,460	–	–	﹤0.01%	1467
2025 Q2	$123K	Sell	4,460 -2,208	-33%	-$58.5K	﹤0.01%	1399
2025 Q1	$174K	Hold	6,668	–	–	0.01%	1158
2024 Q4	$176K	Hold	6,668	–	–	0.01%	1104
2024 Q3	$173K	Buy	+6,668	New	+$170K	0.01%	1074

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 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

FCG

Financial Connections Group Corte Madera, California $288M AUM 15.87% 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

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWM

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

OIA

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

Harbour Investments's PBFR Position: Q1 2026 in Review

Harbour Investments reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 31% in Q1 2026, selling an estimated $39.9K and leaving 3,095 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Harbour Investments first reported a position in PBFR in Q3 2024 and has held it in 7 quarters since. The position peaked at $176K in Q4 2024. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

Harbour Investments held 3,095 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $89.8K as of Q1 2026.
Harbour Investments sold 1,365 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $39.9K.
PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2014 holding.
Harbour Investments first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q3 2024 and has held it in 7 quarters since.
Harbour Investments's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $176K in Q4 2024.
34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.