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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
Q3 		$958K Buy
30,520
+2,445
+9% +$75.8K 0.18% 43
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

The Wealth Group's PBFR Position: Q3 2026 in Review

The Wealth Group increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 8.7% in Q3 2026, buying an estimated $75.8K and bringing the position to 30,520 shares worth $958K. The position accounts for 0.18% of the portfolio, ranked #43.

The Wealth Group first reported a position in PBFR in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

  • The Wealth Group held 30,520 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $958K as of Q3 2026.
  • The Wealth Group bought 2,445 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $75.8K.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.18% of The Wealth Group's portfolio in Q3 2026, its #43 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 3 quarters since.
  • 9 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.