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 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Compass Advisory Group LLC | 111,200 | 145,889 | +34,689 (+31.2%) |
| PRUDENTIAL FINANCIAL INC | 181,777 | 231,885 | +50,108 (+27.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. | 55,852 | 53,287 | -2,565 (-4.6%) |
| Spire Wealth Management | 40,857 | 38,450 | -2,407 (-5.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 49,920 | 48,070 | -1,850 (-3.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Advisory Services Network, LLC | 4,509 | $133 |
| ROYAL BANK OF CANADA | 9,560 | $281 |
| UBS Group AG | 6,052 | $178 |