CUSIP 69420N205S&P 500 BUFFERPBJAQ4 2025
Aggregate 13F value by quarter
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14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 225.2K | $6.96M | +51.5K | Added |
| 2 | Compass Advisory Group LLC | 170.3K | $5.26M | +6.5K | Added |
| 3 | Blue Water Asset Management | 165.1K | $5.10M | +165.1K | New Position |
| 4 | American Asset Management Inc. | 136.1K | $4.20M |
| +136.1K |
| New |
| 5 | Long Island Wealth Management, Inc. | 84.4K | $2.61M | +441 | Added |
| 6 | Commonwealth Equity Services, LLC | 41.8K | $1.29M | +17.0K | Added |
| 7 | Jim Saulnier & Associates, LLC | 41.4K | $1.28M | +3.6K | Added |
| 8 | Kestra Advisory Services, LLC | 27.2K | $841.2K | −275 | Reduced |
| 9 | Cetera Investment Advisers | 9.6K | $296.2K | +1.1K | Added |
| 10 | Kestra Private Wealth Services, LLC | 9.0K | $278.1K | 0 | Held |
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