CUSIP 69420N783S&P 500 BUFFERPBSEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Richard P Slaughter Associates Inc | 441.9K | $13.02M | +17.9K | Added |
| 2 | Prudential Financial Inc | 235.9K | $6.95M | +53.8K | Added |
| 3 | Spire Wealth Management | 105.1K | $3.09M | −5.8K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 71.5K | $2.11M |
| −10.3K |
| Reduced |
| 5 | Jim Saulnier & Associates, LLC | 55.8K | $1.64M | 0 | Held |
| 6 | American Asset Management Inc. | 46.4K | $1.37M | −388 | Reduced |
| 7 | Raymond James Financial Inc | 7.8K | $231.2K | 0 | Held |
| 8 | Kestra Advisory Services, LLC | 5.5K | $160.7K | +5.5K | New |
| 9 | Dhjj Financial Advisors, Ltd. | 1.5K | $45.6K | 0 | Held |
| 10 | Morgan Stanley | 749 | $22.1K | +749 | New |