CUSIP 69420N304S&P 500 BUFFERFEBPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 262.6K | $8.36M | +87.4K | Added |
| 2 | Commonwealth Equity Services, LLC | 18.0K | $573.1K | +2.7K | Added |
| 3 | Dhjj Financial Advisors, Ltd. | 15.8K | $502.1K | 0 | Held |
| 4 | Old Mission Capital LLC | 7.5K | $238.2K |
| −12.8K |
| Reduced |
| 5 | Kestra Advisory Services, LLC | 3.8K | $120.2K | +3.8K | New |
| 6 | Royal Bank Of Canada | 1.1K | $35.0K | −2.9K | Reduced |
| 7 | Harbour Investments, Inc. | 1.0K | $31.9K | 0 | Held |
| 8 | Parallel Advisors, LLC | 700 | $22.3K | 0 | Held |
| 9 | Eversource Wealth Advisors, LLC | 498 | $15.9K | −155 | Reduced |
| 10 | Ubs Group AG | 14 | $446 | −27 | Reduced |