CUSIP 69420N403S&P 500 BUFFERPBFBQ4 2025
Aggregate 13F value by quarter
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11 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 228.4K | $6.95M | +51.7K | Added |
| 2 | Jim Saulnier & Associates, LLC | 48.3K | $1.47M | −332 | Reduced |
| 3 | Commonwealth Equity Services, LLC | 44.9K | $1.37M | −5.7K | Reduced |
| 4 | Three Seasons Wealth, LLC | 21.0K | $637.9K |
| 0 |
| Held |
| 5 | Kestra Advisory Services, LLC | 18.1K | $550.7K | 0 | Held |
| 6 | Cetera Investment Advisers | 17.1K | $520.0K | 0 | Held |
| 7 | American Asset Management Inc. | 12.9K | $392.8K | −165 | Reduced |
| 8 | Blue Water Asset Management | 11.5K | $348.8K | +11.5K | New Position |
| 9 | Dhjj Financial Advisors, Ltd. | 7.7K | $235.0K | 0 | Held |
| 10 | Ubs Group AG | 1.1K | $34.1K | +449 | Added |
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