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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$975K Sell
35,269
-133,282
-79% -$3.68M 0.51% 41
2025
Q1 		$4.41M Sell
168,551
-199,467
-54% -$5.22M 2.68% 14
2024
Q4 		$9.74M Buy
+368,018
New +$9.74M 6.09% 4