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S&P 500 BUFFER (fund)

18 managers (18 13F filers) reported a position in PBJL shares at 2026-03-31, 1,196,506 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
5
Added
2
Reduced
6
Sold out
1
Shares held by filers
1,196,506

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Foguth Wealth Management, LLC.434,444$13.5M1.58%+3,09413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC291,957$8.67M0.01%+60,07213F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC127,411$3.79M1.84%013F-HRTimeline
CENTAURUS FINANCIAL, INC.69,296$2.06M0.1%-1,04613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,279$1.76M<0.01%new13F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.47,352$1.41M1.22%-5,93513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,966$1.34M<0.01%-3,10413F-HRTimeline
OLD MISSION CAPITAL LLC34,375$1.02M0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,294$722K0.02%-14,15613F-HRTimelineGroup
BCGM Wealth Management, LLC11,730$349K0.09%013F-HRTimeline
Blue Water Asset Management9,098$270K0.09%-2,08413F-HRTimeline
LeClair Wealth Partners LLC9,098$270K0.09%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,075$240K<0.01%-30013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,554$224K<0.01%new13F-HRTimelineGroup
Long Island Wealth Management, Inc.7,113$211K0.1%013F-HRTimeline
DHJJ Financial Advisors, Ltd.6,495$193K0.06%013F-HRTimeline
Advisory Services Network, LLC3,255$96.7K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…714$21.2K<0.01%013F-HRTimelineGroup