Long Island Wealth Management’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Long Island Wealth Management’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	$306K	Hold	9,974	–	–	0.13%	74
2026 Q1	$289K	Sell	9,974 -26,003	-72%	-$761K	0.13%	74
2025 Q4	$1.05M	Buy	35,977 +560	+2%	+$16.2K	0.5%	43
2025 Q3	$1.01M	Buy	35,417 +148	+0.4%	+$4.16K	0.49%	42
2025 Q2	$975K	Sell	35,269 -133,282	-79%	-$3.53M	0.51%	41
2025 Q1	$4.41M	Sell	168,551 -199,467	-54%	-$5.3M	2.68%	14
2024 Q4	$9.74M	Buy	+368,018	New	+$9.69M	6.09%	4

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Long Island Wealth Management's PBFR Position: Q2 2026 in Review

Long Island Wealth Management held its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) position steady in Q2 2026 at 9,974 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #74.

Long Island Wealth Management first reported a position in PBFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.74M in Q4 2024. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

Long Island Wealth Management held 9,974 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $306K as of Q2 2026.
Long Island Wealth Management 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 0.13% of Long Island Wealth Management's portfolio in Q2 2026, its #74 holding.
Long Island Wealth Management first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2024 and has held it in 7 quarters since.
Long Island Wealth Management's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $9.74M in Q4 2024.
42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.