SPIA
PBFR

Steward Partners Investment Advisory’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$515K Sell
17,753
-68
-0.4% -$1.99K ﹤0.01% 1511
2025
Q4 		$521K Sell
17,821
-342
-2% -$9.86K ﹤0.01% 1397
2025
Q3 		$519K Buy
18,163
+305
+2% +$8.57K ﹤0.01% 1355
2025
Q2 		$494K Buy
17,858
+1,284
+8% +$34K ﹤0.01% 1305
2025
Q1 		$433K Buy
16,574
+14,157
+586% +$376K ﹤0.01% 1278
2024
Q4 		$64K Buy
+2,417
New +$63.6K ﹤0.01% 2208

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Steward Partners Investment Advisory's PBFR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 0.38% in Q1 2026, selling an estimated $1.99K and leaving 17,753 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Steward Partners Investment Advisory first reported a position in PBFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $521K in Q4 2025. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Steward Partners Investment Advisory held 17,753 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $515K as of Q1 2026.
  • Steward Partners Investment Advisory sold 68 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q1 2026, an estimated $1.99K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1511 holding.
  • Steward Partners Investment Advisory first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $521K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.