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AssuredPartners Investment Advisors’s PGIM US Large-Cap Buffer 12 ETF February FEBP Stock Holding History

AssuredPartners Investment Advisors’s Portfolio FEBP Stock Details FEBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,336
Closed -$216K – 287
2025
Q2 		$216K Sell
7,336
-32,209
-81% -$900K 0.05% 226
2025
Q1 		$1.09M Sell
39,545
-949
-2% -$26.9K 0.21% 118
2024
Q4 		$1.15M Buy
+40,494
New +$1.14M 0.22% 110

Other funds holding FEBP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssuredPartners Investment Advisors's FEBP Position: Q3 2025 in Review

AssuredPartners Investment Advisors sold out of PGIM US Large-Cap Buffer 12 ETF February (FEBP) in Q3 2025, closing a stake of 7,336 shares — an estimated $216K sold.

AssuredPartners Investment Advisors first reported a position in FEBP in Q4 2024 and held it in 3 quarters. The position peaked at $1.15M in Q4 2024. 9 funds tracked by Wall St. Rank hold FEBP as of Q3 2025.

  • AssuredPartners Investment Advisors reported no remaining PGIM US Large-Cap Buffer 12 ETF February position as of Q3 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 7,336 PGIM US Large-Cap Buffer 12 ETF February shares in Q3 2025, an estimated $216K.
  • AssuredPartners Investment Advisors first reported a position in PGIM US Large-Cap Buffer 12 ETF February in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's PGIM US Large-Cap Buffer 12 ETF February position peaked at $1.15M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF February as of Q3 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.