CUSIP 69420N866S&P 500 BUFFERJUNPQ4 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 | Foguth Wealth Management, LLC. | 391.3K | $11.97M | +391.3K | New |
| 2 | Prudential Financial Inc | 273.9K | $8.37M | +89.8K | Added |
| 3 | Commonwealth Equity Services, LLC | 33.1K | $1.01M | +3.0K | Added |
| 4 | Cetera Investment Advisers | 11.5K | $351.5K |
| 0 |
| Held |
| 5 | Dhjj Financial Advisors, Ltd. | 8.0K | $243.2K | 0 | Held |
| 6 | Barnes Dennig Private Wealth Management LLC | 2.6K | $78.3K | 0 | Held |
| 7 | Spire Wealth Management | 2.6K | $78.3K | 0 | Held |
| 8 | Kestra Advisory Services, LLC | 2.2K | $67.3K | +2.2K | New |
| 9 | Pnc Financial Services Group, Inc. | 593 | $18.1K | 0 | Held |
| 10 | Royal Bank Of Canada | 408 | $12.0K | −5.6K | Reduced |