Integrated Wealth Concepts’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Integrated Wealth Concepts’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	$888K	Buy	+30,623	New	+$896K	0.01%	1188

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

Integrated Wealth Concepts's PBFR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q1 2026: 30,623 shares worth $888K. The stake represents 0.01% of the portfolio and ranks #1188 among its holdings.

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

Integrated Wealth Concepts held 30,623 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $888K as of Q1 2026.
PGIM Laddered S&P 500 Buffer 20 ETF was a new Integrated Wealth Concepts position in Q1 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1188 holding.
34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.