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 Q3	$20.8M	Buy	666,175 +17,794	+3%	+$552K	0.17%	107
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 $238M AUM 19.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BluePath Capital Management Atlanta, Georgia $192M AUM 26.04% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Vise Technologies's PBFR Position: Q3 2026 in Review

Vise Technologies increased its PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) stake by 2.7% in Q3 2026, buying an estimated $552K and bringing the position to 666,175 shares worth $20.8M. The position accounts for 0.17% of the portfolio, ranked #107.

Vise Technologies first reported a position in PBFR in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold PBFR as of Q3 2026.

Vise Technologies held 666,175 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $20.8M as of Q3 2026.
Vise Technologies bought 17,794 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q3 2026, an estimated $552K.
PGIM Laddered S&P 500 Buffer 20 ETF made up 0.17% of Vise Technologies's portfolio in Q3 2026, its #107 holding.
Vise Technologies first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.