TWM
PBFR

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

Tradition Wealth Management’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 		$2.64M Buy
+91,006
New +$2.66M 0.19% 113

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $197M AUM 22.72% 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 $710M AUM 18.48% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tradition Wealth Management's PBFR Position: Q1 2026 in Review

Tradition Wealth Management opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q1 2026: 91,006 shares worth $2.64M. The stake represents 0.19% of the portfolio and ranks #113 among its holdings.

34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Tradition Wealth Management held 91,006 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $2.64M as of Q1 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF was a new Tradition Wealth Management position in Q1 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.19% of Tradition Wealth Management's portfolio in Q1 2026, its #113 holding.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.