PlanVest Financial’s PGIM Laddered S&P 500 Buffer 12 ETF BUFP Stock Holding History

PlanVest Financial’s Portfolio BUFP Stock Details BUFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.57K	Buy	+205	New	+$6.45K	﹤0.01%	437

Other funds holding BUFP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PlanVest Financial's BUFP Position: Q2 2026 in Review

PlanVest Financial opened a new position in PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) in Q2 2026: 205 shares worth $6.57K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings.

37 funds tracked by Wall St. Rank hold BUFP as of Q2 2026.

PlanVest Financial held 205 shares of PGIM Laddered S&P 500 Buffer 12 ETF worth $6.57K as of Q2 2026.
PGIM Laddered S&P 500 Buffer 12 ETF was a new PlanVest Financial position in Q2 2026.
PGIM Laddered S&P 500 Buffer 12 ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #437 holding.
37 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.