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S&P 500 BUFFER (fund)

9 managers (9 13F filers) reported a position in DECP shares at 2025-03-31, 203,689 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
1
Added
4
Reduced
1
Sold out
1
Shares held by filers
203,689

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC114,929$2.98M<0.01%+36,12413F-HRTimelineGroup
Cetera Investment Advisers37,159$963K<0.01%-72513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,985$751K<0.01%+10,51413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,320$267K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,880$256K<0.01%+9,63313F-HR/ATimelineGroup
Parallel Advisors, LLC1,856$48.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG335$8.68K<0.01%+22913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.225$5.83K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.