CUSIP 69420N858S&P 500 BUFFERPBJNQ4 2025
Aggregate 13F value by quarter
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16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 232.3K | $6.95M | +49.6K | Added |
| 2 | Jim Saulnier & Associates, LLC | 130.9K | $3.92M | 0 | Held |
| 3 | Spire Wealth Management | 58.0K | $1.74M | −3.8K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 52.7K | $1.58M |
| −1.9K |
| Reduced |
| 5 | Kestra Private Wealth Services, LLC | 38.1K | $1.14M | 0 | Held |
| 6 | Blue Water Asset Management | 25.4K | $758.5K | +25.4K | New Position |
| 7 | Kestra Advisory Services, LLC | 22.3K | $667.1K | 0 | Held |
| 8 | Barnes Dennig Private Wealth Management LLC | 17.7K | $529.9K | 0 | Held |
| 9 | Nbz Investment Advisors LLC | 11.2K | $335.0K | 0 | Held |
| 10 | American Asset Management Inc. | 9.4K | $282.2K | +1.2K | Added |
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