Osaic Holdings
PBFR

Osaic Holdings’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Osaic Holdings’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 		$180K Buy
5,859
+2,450
+72% +$74K ﹤0.01% 4514
2026
Q1 		$98.8K Buy
+3,409
New +$99.8K ﹤0.01% 4704

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings's PBFR Position: Q2 2026 in Review

Osaic Holdings increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 72% in Q2 2026, buying an estimated $74K and bringing the position to 5,859 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #4514.

Osaic Holdings 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.

  • Osaic Holdings held 5,859 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $180K as of Q2 2026.
  • Osaic Holdings bought 2,450 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $74K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4514 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.