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

Perennial 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 Q2	$2.04M	Buy	+66,632	New	+$2.01M	0.14%	136

Other funds holding PBFR

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

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

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Perennial Investment Advisors's PBFR Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q2 2026: 66,632 shares worth $2.04M. The stake represents 0.14% of the portfolio and ranks #136 among its holdings.

42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

Perennial Investment Advisors held 66,632 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $2.04M as of Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF was a new Perennial Investment Advisors position in Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.14% of Perennial Investment Advisors's portfolio in Q2 2026, its #136 holding.
42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.