OMC
PBFR

Old Mission Capital’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Old Mission Capital’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 		– Sell
-11,486
Closed -$336K – 1333
2025
Q4 		$336K Sell
11,486
-5,659
-33% -$163K 0.01% 815
2025
Q3 		$490K Buy
17,145
+8,636
+101% +$243K 0.01% 725
2025
Q2 		$235K Sell
8,509
-5,727
-40% -$152K ﹤0.01% 961
2025
Q1 		$372K Buy
+14,236
New +$379K ﹤0.01% 717

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

Old Mission Capital's PBFR Position: Q1 2026 in Review

Old Mission Capital sold out of PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q1 2026, closing a stake of 11,486 shares — an estimated $336K sold.

Old Mission Capital first reported a position in PBFR in Q1 2025 and held it in 4 quarters. The position peaked at $490K in Q3 2025. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Old Mission Capital reported no remaining PGIM Laddered S&P 500 Buffer 20 ETF position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 11,486 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $336K.
  • Old Mission Capital first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2025 and held it in 4 quarters.
  • Old Mission Capital's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $490K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.