CUSIP 69420N833S&P 500 BUFFERPBJLQ4 2025
Aggregate 13F value by quarter
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14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foguth Wealth Management, LLC. | 431.4K | $12.93M | +431.4K | New |
| 2 | Prudential Financial Inc | 231.9K | $6.95M | +50.1K | Added |
| 3 | Compass Advisory Group LLC | 145.9K | $4.37M | +34.7K | Added |
| 4 | Jim Saulnier & Associates, LLC | 127.4K | $3.82M |
| 0 |
| Held |
| 5 | American Asset Management Inc. | 53.3K | $1.60M | −2.6K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 48.1K | $1.44M | −1.9K | Reduced |
| 7 | Spire Wealth Management | 38.5K | $1.15M | −2.4K | Reduced |
| 8 | Bcgm Wealth Management, LLC | 11.7K | $351.5K | 0 | Held |
| 9 | Blue Water Asset Management | 11.2K | $335.1K | +11.2K | New Position |
| 10 | Kestra Advisory Services, LLC | 8.4K | $251.0K | 0 | Held |
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