CUSIP 69420N502S&P 500 BUFFERMRCPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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6 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 261.3K | $8.36M | +82.6K | Added |
| 2 | Commonwealth Equity Services, LLC | 45.8K | $1.47M | +2.8K | Added |
| 3 | Wealthplan Investment Management, LLC | 18.2K | $583.9K | −11.1K | Reduced |
| 4 | Dhjj Financial Advisors, Ltd. | 4.8K | $153.4K |
| 0 |
| Held |
| 5 | Kestra Advisory Services, LLC | 1.9K | $62.0K | −7.2K | Reduced |
| 6 | Pnc Financial Services Group, Inc. | 616 | $19.7K | 0 | Held |