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S&P 500 BUFFER (fund)

15 managers (15 13F filers) reported a position in PBOC shares at 2026-06-30, 1,337,792 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
2
Reduced
6
Sold out
3
Shares held by filers
1,337,792

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 INC495,916$15.2M0.02%+194,50913F-HRTimelineGroup
Foguth Wealth Management, LLC.464,103$14.3M1.62%+27,75213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management101,099$3.1M0.09%-4,66313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC64,216$1.97M<0.01%-9,87213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.50,877$1.56M1.27%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC45,254$1.39M0.56%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,950$979K<0.01%-2213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.24,278$744K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,675$450K<0.01%-12513F-HRTimelineGroup
OLD MISSION CAPITAL LLC14,412$442K0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,900$365K<0.01%013F-HRTimelineGroup
KINTRA WEALTH, LLC9,559$298K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,825$148K<0.01%-6,04913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,984$91.4K<0.01%-2413F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,744$53.4K0.02%013F-HRTimeline