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S&P 500 BUFFER (fund)

14 managers (14 13F filers) reported a position in PBOC shares at 2025-12-31, 1,057,032 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
14
13F filers
14
New
5
Added
6
Reduced
1
Sold out
2
Shares held by filers
1,057,032

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.432,355$12.6M1.96%13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC238,179$6.95M0.01%+55,43913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management112,067$3.27M0.11%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC89,238$2.6M<0.01%+64,16813F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.51,627$1.51M1.28%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC45,254$1.32M0.68%+14,47413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,857$900K<0.01%+22,79013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.24,278$708K0.03%-4813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,800$432K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,900$347K<0.01%13F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,008$87.8K<0.01%+1,95613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,744$50.9K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,495$43.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG230$6.71K<0.01%+3013F-HRTimelineGroup