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S&P 500 BUFFER (fund)

16 managers (16 13F filers) reported a position in PBOC shares at 2026-03-31, 1,122,047 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
2
Added
4
Reduced
3
Sold out
0
Shares held by filers
1,122,047

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.436,351$13.3M1.56%+3,99613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC301,407$8.67M0.01%+63,22813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management105,762$3.04M0.1%-6,30513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC74,088$2.13M<0.01%-15,15013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.50,877$1.46M1.27%-75013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC45,254$1.3M0.63%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,972$920K<0.01%+1,11513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.24,278$699K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,800$426K<0.01%013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,900$342K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,874$313K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,767$224K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,008$86.6K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,744$50.2K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,495$43K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG470$13.5K<0.01%+24013F-HRTimelineGroup