VT
PBFR

Vise Technologies’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

Vise Technologies’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 		$17.4M Hold
596,887
– – 0.34% 52
2025
Q4 		$17.4M Buy
596,887
+25,876
+5% +$746K 0.34% 52
2025
Q3 		$16.3M Buy
571,011
+38,057
+7% +$1.07M 0.61% 31
2025
Q2 		$14.7M Buy
+532,954
New +$14.1M 0.61% 28

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vise Technologies's PBFR Position: Q1 2026 in Review

Vise Technologies held its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) position steady in Q1 2026 at 596,887 shares worth $17.4M. The position accounts for 0.34% of the portfolio, ranked #52.

Vise Technologies first reported a position in PBFR in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold PBFR as of Q1 2026.

  • Vise Technologies held 596,887 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $17.4M as of Q1 2026.
  • Vise Technologies left its PGIM Laddered S&P 500 Buffer 20 ETF share count unchanged in Q1 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up 0.34% of Vise Technologies's portfolio in Q1 2026, its #52 holding.
  • Vise Technologies first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.