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
Q2 		$505K Sell
16,473
-1,280
-7% -$38.6K ﹤0.01% 1691
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 $8.83B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's PBFR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 7.2% in Q2 2026, selling an estimated $38.6K and leaving 16,473 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Steward Partners Investment Advisory first reported a position in PBFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $521K in Q4 2025. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • Steward Partners Investment Advisory held 16,473 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $505K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,280 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $38.6K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1691 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 7 quarters since.
  • Steward Partners Investment Advisory's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $521K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.