CUSIP 69420N767S&P 500 BUFFERPBNVQ4 2025
Aggregate 13F value by quarter
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14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 236.4K | $6.95M | +53.3K | Added |
| 2 | Blue Water Asset Management | 128.8K | $3.78M | +128.8K | New Position |
| 3 | Jim Saulnier & Associates, LLC | 112.1K | $3.29M | +86.1K | Added |
| 4 | Spire Wealth Management | 75.3K | $2.21M |
| +75.3K |
| New |
| 5 | Commonwealth Equity Services, LLC | 62.5K | $1.84M | +42.0K | Added |
| 6 | Kestra Advisory Services, LLC | 18.5K | $543.6K | +18.5K | New |
| 7 | Mml Investors Services, LLC | 10.0K | $293.1K | +10.0K | New |
| 8 | Cypress Financial Planning LLC | 8.9K | $263.3K | +8.9K | New |
| 9 | Integrity Alliance, LLC. | 7.9K | $232.4K | +7.9K | New |
| 10 | American Asset Management Inc. | 6.9K | $204.1K | +6.9K | New |
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