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

Kestra Private Wealth 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 Q3	$531K	Hold	17,001	–	–	0.01%	1212
2026 Q2	$521K	Hold	17,001	–	–	0.01%	1214
2026 Q1	$493K	Buy	17,001 +1	+0%	+$29	0.01%	1215
2025 Q4	$497K	Hold	17,000	–	–	0.01%	1167
2025 Q3	$486K	Hold	17,000	–	–	0.01%	1113
2025 Q2	$470K	Buy	+17,000	New	+$450K	0.01%	1066

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Private Wealth Services's PBFR Position: Q3 2026 in Review

Kestra Private Wealth Services held its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) position steady in Q3 2026 at 17,001 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #1212.

Kestra Private Wealth Services first reported a position in PBFR in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

Kestra Private Wealth Services held 17,001 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $531K as of Q3 2026.
Kestra Private Wealth Services left its PGIM Laddered S&P 500 Buffer 20 ETF share count unchanged in Q3 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1212 holding.
Kestra Private Wealth Services first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2025 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.