Raymond James Financial’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Raymond James Financial’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 Q3	$20.7M	Buy	662,795 +480,917	+264%	+$14.9M	0.01%	1512
2026 Q2	$5.57M	Buy	181,878 +62,531	+52%	+$1.89M	﹤0.01%	2651
2026 Q1	$3.46M	Buy	119,347 +51,870	+77%	+$1.52M	﹤0.01%	2905
2025 Q4	$1.97M	Buy	67,477 +38,670	+134%	+$1.12M	﹤0.01%	3288
2025 Q3	$824K	Buy	28,807 +8,159	+40%	+$229K	﹤0.01%	3806
2025 Q2	$571K	Buy	+20,648	New	+$547K	﹤0.01%	3934

Other funds holding PBFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Raymond James Financial's PBFR Position: Q3 2026 in Review

Raymond James Financial increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 264% in Q3 2026, buying an estimated $14.9M and bringing the position to 662,795 shares worth $20.7M. The position accounts for 0.01% of the portfolio, ranked #1512.

Raymond James Financial first reported a position in PBFR in Q2 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

Raymond James Financial held 662,795 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $20.7M as of Q3 2026.
Raymond James Financial bought 480,917 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $14.9M.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1512 holding.
Raymond James Financial first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2025 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.