CUSIP 69420N106S&P 500 BUFFERJANPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foguth Wealth Management, LLC. | 399.8K | $13.08M | +399.8K | New |
| 2 | Prudential Financial Inc | 256.0K | $8.37M | +84.0K | Added |
| 3 | Commonwealth Equity Services, LLC | 19.9K | $650.3K | +4.3K | Added |
| 4 | Newedge Advisors, LLC | 16.4K | $536.2K |
| +1.0K |
| Added |
| 5 | Kestra Advisory Services, LLC | 9.3K | $304.1K | +250 | Added |
| 6 | Royal Bank Of Canada | 8.7K | $284.0K | −5.7K | Reduced |
| 7 | Dhjj Financial Advisors, Ltd. | 1.4K | $44.7K | 0 | Held |
| 8 | Parallel Advisors, LLC | 1.0K | $32.7K | 0 | Held |
| 9 | Centaurus Financial, Inc. | 7.7K | $251 | −930 | Reduced |