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S&P 500 BUFFER (fund)

16 managers (16 13F filers) reported a position in PBMR shares at 2026-06-30, 884,848 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
1
Added
4
Reduced
6
Sold out
1
Shares held by filers
884,848

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 INC472,311$15.2M0.02%+185,93713F-HRTimelineGroup
SMITH, MOORE & CO.105,904$3.4M0.22%+8,59413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC91,628$2.94M1.18%-3,16213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,159$1.77M<0.01%-171,49913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37,553$1.21M0.04%-5,59313F-HRTimelineGroup
Cetera Investment Advisers18,231$585K<0.01%+48313F-HRTimeline
KINTRA WEALTH, LLC16,330$532K0.03%+7,96313F-HRTimeline
Blue Water Asset Management15,296$491K0.16%-53013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,051$419K<0.01%-1,61613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,182$391K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12,123$389K0.11%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,188$359K<0.01%013F-HRTimelineGroup
Three Seasons Wealth, LLC9,269$297K0.03%013F-HRTimeline
OLD MISSION CAPITAL LLC6,521$209K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.4,334$139K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,768$121K<0.01%-83013F-HRTimelineGroup