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 Q2	$19.9M	Buy	648,381 +51,494	+9%	+$1.55M	0.23%	81
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

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vise Technologies's PBFR Position: Q2 2026 in Review

Vise Technologies increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 8.6% in Q2 2026, buying an estimated $1.55M and bringing the position to 648,381 shares worth $19.9M. The position accounts for 0.23% of the portfolio, ranked #81.

Vise Technologies first reported a position in PBFR in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

Vise Technologies held 648,381 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $19.9M as of Q2 2026.
Vise Technologies bought 51,494 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2026, an estimated $1.55M.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.23% of Vise Technologies's portfolio in Q2 2026, its #81 holding.
Vise Technologies first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.