CUSIP 69420N718LADDERED S&P 500BUFPQ4 2025
Aggregate 13F value by quarter
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24 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 896.2K | $27.00M | +393.6K | Added |
| 2 | Commonwealth Equity Services, LLC | 222.7K | $6.71M | +21.2K | Added |
| 3 | Fermata Advisors, LLC | 187.3K | $5.64M | +4.1K | Added |
| 4 | Foguth Wealth Management, LLC. | 186.2K | $5.61M |
| +186.2K |
| New |
| 5 | Assuredpartners Investment Advisors, LLC | 152.2K | $4.59M | +130.7K | Added |
| 6 | Maltin Wealth Management, Inc. | 143.7K | $4.33M | +8.8K | Added |
| 7 | Kestra Advisory Services, LLC | 87.5K | $2.64M | +87.5K | New |
| 8 | Aa Financial Advisors, LLC | 87.0K | $2.62M | +87.0K | New |
| 9 | Cetera Investment Advisers | 84.9K | $2.56M | +13.4K | Added |
| 10 | Envestnet Asset Management Inc | 56.8K | $1.71M | +15.9K | Added |
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