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S&P 500 BUFFER (fund)

15 managers (15 13F filers) reported a position in APRP shares at 2026-06-30, 756,279 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
6
Added
5
Reduced
1
Sold out
0
Shares held by filers
756,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC540,452$17.6M0.02%+166,43513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.44,687$1.46M0.06%+20,35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,281$1.28M<0.01%-55213F-HRTimeline
Cetera Investment Advisers30,578$995K<0.01%+7,14213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,556$897K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,089$556K<0.01%+8,12013F-HRTimelineGroup
Grantvest Financial Group LLC10,717$349K0.2%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,398$338K<0.01%new13F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC9,908$322K0.18%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,399$306K0.09%+2,07313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,577$247K0.06%new13F-HRTimeline
COFG Advisors, LLC6,566$214K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,747$56.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…314$10.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG10$325<0.01%013F-HRTimelineGroup