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 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 $225M AUM 26.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Kestra Private Wealth Services's PBFR Position: Q2 2026 in Review

Kestra Private Wealth Services held its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) position steady in Q2 2026 at 17,001 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #1214.

Kestra Private Wealth Services first reported a position in PBFR in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

Kestra Private Wealth Services held 17,001 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $521K as of Q2 2026.
Kestra Private Wealth Services left its PGIM Laddered S&P 500 Buffer 20 ETF share count unchanged in Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1214 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 5 quarters since.
20 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.