CUSIP 69420N874S&P 500 BUFFERPBMYQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 231.6K | $6.95M | +53.4K | Added |
| 2 | Jim Saulnier & Associates, LLC | 99.4K | $2.98M | 0 | Held |
| 3 | Spire Wealth Management | 30.3K | $908.3K | −15.8K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 29.4K | $882.5K |
| −2.5K |
| Reduced |
| 5 | Kestra Private Wealth Services, LLC | 15.6K | $467.5K | 0 | Held |
| 6 | Blue Water Asset Management | 9.4K | $282.1K | +9.4K | New Position |
| 7 | Royal Bank Of Canada | 5.1K | $154.0K | +394 | Added |
| 8 | Ubs Group AG | 4.6K | $139.0K | +4.6K | New |
| 9 | Dhjj Financial Advisors, Ltd. | 1.8K | $54.4K | −200 | Reduced |
| 10 | Centaurus Financial, Inc. | 8.1K | $244 | 0 | Held |