LPL Financial
PBFR

LPL Financial’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

LPL Financial’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 		$13.7M Buy
447,434
+435,550
+3,665% +$13.1M ﹤0.01% 1863
2026
Q1 		$345K Buy
+11,884
New +$348K ﹤0.01% 5092

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
AC
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's PBFR Position: Q2 2026 in Review

LPL Financial increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 3,665% in Q2 2026, buying an estimated $13.1M and bringing the position to 447,434 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

LPL Financial first reported a position in PBFR in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • LPL Financial held 447,434 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $13.7M as of Q2 2026.
  • LPL Financial bought 435,550 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $13.1M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1863 holding.
  • LPL Financial first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.