CUSIP 69420N601S&P 500 BUFFERPBMRQ4 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 | 228.1K | $6.96M | +50.2K | Added |
| 2 | Jim Saulnier & Associates, LLC | 72.7K | $2.22M | −2.8K | Reduced |
| 3 | Commonwealth Equity Services, LLC | 48.7K | $1.49M | −4.2K | Reduced |
| 4 | Blue Water Asset Management | 17.8K | $543.0K |
| +17.8K |
| New Position |
| 5 | Cetera Investment Advisers | 13.5K | $413.1K | 0 | Held |
| 6 | Three Seasons Wealth, LLC | 9.3K | $282.7K | 0 | Held |
| 7 | Dhjj Financial Advisors, Ltd. | 9.1K | $278.2K | 0 | Held |
| 8 | Kestra Advisory Services, LLC | 6.1K | $186.7K | +6.1K | New |
| 9 | Ubs Group AG | 1.1K | $33.2K | −1.1K | Reduced |
| 10 | Royal Bank Of Canada | 815 | $25.0K | −4.4K | Reduced |
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