CUSIP 69420N841S&P 500 BUFFERJULPQ4 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 | Prudential Financial Inc | 271.3K | $8.36M | +87.9K | Added |
| 2 | Concurrent Investment Advisors, LLC | 86.6K | $2.67M | +19.2K | Added |
| 3 | Commonwealth Equity Services, LLC | 44.2K | $1.36M | +1.8K | Added |
| 4 | Cetera Investment Advisers | 21.6K | $666.6K |
| −1.4K |
| Reduced |
| 5 | Sanctuary Advisors, LLC | 20.3K | $625.7K | −132 | Reduced |
| 6 | Dhjj Financial Advisors, Ltd. | 10.8K | $332.2K | 0 | Held |
| 7 | Steward Partners Investment Advisory, LLC | 4.2K | $128.2K | 0 | Held |
| 8 | Royal Bank Of Canada | 3.0K | $93.0K | −11.5K | Reduced |
| 9 | Centaurus Financial, Inc. | 27.5K | $847 | −821 | Reduced |
| 10 | Ubs Group AG | 16 | $493 | +16 | New |