CUSIP 69420N742S&P 500 BUFFEROCTPQ4 2025
Aggregate 13F value by quarter
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13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 275.7K | $8.37M | +91.4K | Added |
| 2 | Commonwealth Equity Services, LLC | 131.9K | $4.00M | +119.5K | Added |
| 3 | Castellan Group | 84.1K | $2.55M | +84.1K | New |
| 4 | Blue Water Asset Management | 34.0K | $1.03M |
| +34.0K |
| New Position |
| 5 | Newedge Advisors, LLC | 18.6K | $565.3K | +18.6K | New |
| 6 | Raymond James Financial Inc | 11.8K | $356.7K | +11.8K | New |
| 7 | Kestra Advisory Services, LLC | 11.7K | $355.7K | +4.5K | Added |
| 8 | Spire Wealth Management | 8.0K | $243.6K | +8.0K | New |
| 9 | Pnc Financial Services Group, Inc. | 4.7K | $143.8K | +4.2K | Added |
| 10 | Dhjj Financial Advisors, Ltd. | 3.4K | $102.5K | +3.4K | New |
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