Ticker: PBJL CUSIP: 69420N833 Class: S&P 500 BUFFER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Foguth Wealth Management, LLC. | 431,350 | $12,926 |
| PRUDENTIAL FINANCIAL INC | 231,885 | $6,947 |
| Compass Advisory Group LLC | 145,889 | $4,372 |
| JIM SAULNIER & ASSOCIATES, LLC | 127,411 | $3,818 |
| CENTAURUS FINANCIAL, INC. | 70,342 | $2 |
| AMERICAN ASSET MANAGEMENT INC. | 53,287 | $1,597 |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,070 | $1,441 |
| Spire Wealth Management | 38,450 | $1,152 |
| BCGM Wealth Management, LLC | 11,730 | $352 |
| Blue Water Asset Management | 11,182 | $335 |
| Kestra Advisory Services, LLC | 8,375 | $251 |
| Long Island Wealth Management, Inc. | 7,113 | $213 |
| DHJJ Financial Advisors, Ltd. | 6,495 | $195 |
| PNC Financial Services Group, Inc. | 714 | $21 |
| Total (14 institutions) | 1,192,293 | $33,622 |