CUSIP 69420N759S&P 500 BUFFERPBDEQ4 2025
Aggregate 13F value by quarter
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20 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 235.8K | $6.95M | +51.5K | Added |
| 2 | Raymond James Financial Inc | 213.3K | $6.28M | +32.4K | Added |
| 3 | Spire Wealth Management | 97.1K | $2.86M | +97.1K | New |
| 4 | Blue Water Asset Management | 70.3K | $2.07M |
| +70.3K |
| New Position |
| 5 | Commonwealth Equity Services, LLC | 55.8K | $1.64M | +38.9K | Added |
| 6 | Jim Saulnier & Associates, LLC | 39.7K | $1.17M | +17.6K | Added |
| 7 | Kestra Private Wealth Services, LLC | 37.0K | $1.09M | +16.6K | Added |
| 8 | Kestra Advisory Services, LLC | 31.1K | $915.0K | −16.3K | Reduced |
| 9 | Cetera Investment Advisers | 19.9K | $586.7K | +784 | Added |
| 10 | Kestra Investment Management, LLC | 18.8K | $552.9K | 0 | Held |
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