KAS
PBFR

Kestra Advisory Services’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Kestra Advisory Services’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 		$10.8M Buy
353,257
+342,781
+3,272% +$10.3M 0.03% 499
2026
Q1 		$304K Buy
+10,476
New +$307K ﹤0.01% 2613

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services's PBFR Position: Q2 2026 in Review

Kestra Advisory Services increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 3,272% in Q2 2026, buying an estimated $10.3M and bringing the position to 353,257 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #499.

Kestra Advisory Services 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.

  • Kestra Advisory Services held 353,257 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $10.8M as of Q2 2026.
  • Kestra Advisory Services bought 342,781 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $10.3M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #499 holding.
  • Kestra Advisory Services 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.