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

Richmond Investment Services’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	$360K	Buy	+11,737	New	+$354K	0.11%	92

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

Richmond Investment Services's PBFR Position: Q2 2026 in Review

Richmond Investment Services opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q2 2026: 11,737 shares worth $360K. The stake represents 0.11% of the portfolio and ranks #92 among its holdings.

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

Richmond Investment Services held 11,737 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $360K as of Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF was a new Richmond Investment Services position in Q2 2026.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.11% of Richmond Investment Services's portfolio in Q2 2026, its #92 holding.
42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.