RFP
BUFP

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

Root Financial Partners’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
Q1 		– Sell
-77
Closed -$2.32K – 3557
2025
Q4 		$2.32K Buy
+77
New +$2.29K ﹤0.01% 1966

Other funds holding BUFP

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AFA
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FWM
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FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Root Financial Partners's BUFP Position: Q1 2026 in Review

Root Financial Partners sold out of PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) in Q1 2026, closing a stake of 77 shares — an estimated $2.32K sold.

Root Financial Partners first reported a position in BUFP in Q4 2025 and held it in 1 quarter. The position peaked at $2.32K in Q4 2025. 30 funds tracked by Wall St. Rank hold BUFP as of Q1 2026.

  • Root Financial Partners reported no remaining PGIM Laddered S&P 500 Buffer 12 ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 77 PGIM Laddered S&P 500 Buffer 12 ETF shares in Q1 2026, an estimated $2.32K.
  • Root Financial Partners first reported a position in PGIM Laddered S&P 500 Buffer 12 ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's PGIM Laddered S&P 500 Buffer 12 ETF position peaked at $2.32K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.