OIA
PBFR

OneDigital Investment Advisors’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

OneDigital Investment Advisors’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 		$2.4M Buy
82,692
+69,392
+522% +$2.03M 0.02% 435
2025
Q4 		$389K Buy
+13,300
New +$384K ﹤0.01% 1071

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OneDigital Investment Advisors's PBFR Position: Q1 2026 in Review

OneDigital Investment Advisors increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 522% in Q1 2026, buying an estimated $2.03M and bringing the position to 82,692 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #435.

OneDigital Investment Advisors first reported a position in PBFR in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • OneDigital Investment Advisors held 82,692 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $2.4M as of Q1 2026.
  • OneDigital Investment Advisors bought 69,392 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $2.03M.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #435 holding.
  • OneDigital Investment Advisors first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.