LIWM
PBFR

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
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

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 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
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Long Island Wealth Management's PBFR Position: Q1 2026 in Review

Long Island Wealth Management reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 72% in Q1 2026, selling an estimated $761K and leaving 9,974 shares worth $289K. 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 6 quarters since. The position peaked at $9.74M in Q4 2024. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Long Island Wealth Management held 9,974 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $289K as of Q1 2026.
  • Long Island Wealth Management sold 26,003 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $761K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.13% of Long Island Wealth Management's portfolio in Q1 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 6 quarters since.
  • Long Island Wealth Management's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $9.74M in Q4 2024.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.