TWG
PBFR

The Wealth Group’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

The Wealth Group’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 		$860K Buy
28,075
+20,095
+252% +$607K 0.16% 45
2026
Q1 		$231K Buy
+7,980
New +$234K 0.05% 77

Other funds holding PBFR

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

The Wealth Group's PBFR Position: Q2 2026 in Review

The Wealth Group increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 252% in Q2 2026, buying an estimated $607K and bringing the position to 28,075 shares worth $860K. The position accounts for 0.16% of the portfolio, ranked #45.

The Wealth Group first reported a position in PBFR in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • The Wealth Group held 28,075 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $860K as of Q2 2026.
  • The Wealth Group bought 20,095 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $607K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.16% of The Wealth Group's portfolio in Q2 2026, its #45 holding.
  • The Wealth Group first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.