Integrated Wealth Concepts
PBFR icon

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
Q2 		$3.77M Buy
123,065
+92,442
+302% +$2.79M 0.02% 596
2026
Q1 		$888K Buy
+30,623
New +$896K 0.01% 1188

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
Vise Technologies
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 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 $134M AUM 22.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's PBFR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 302% in Q2 2026, buying an estimated $2.79M and bringing the position to 123,065 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #596.

Integrated Wealth Concepts 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.

  • Integrated Wealth Concepts held 123,065 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $3.77M as of Q2 2026.
  • Integrated Wealth Concepts bought 92,442 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $2.79M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #596 holding.
  • Integrated Wealth Concepts 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.