Action Point Financial Planning’s PGIM Ultra Short Municipal Bond ETF PUSH Stock Holding History

Action Point Financial Planning’s Portfolio PUSH Stock Details PUSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.6K	Buy	+786	New	+$39.6K	﹤0.01%	900

Other funds holding PUSH

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

CRI

Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Action Point Financial Planning's PUSH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PGIM Ultra Short Municipal Bond ETF (PUSH) in Q2 2026: 786 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings.

36 funds tracked by Wall St. Rank hold PUSH as of Q2 2026.

Action Point Financial Planning held 786 shares of PGIM Ultra Short Municipal Bond ETF worth $39.6K as of Q2 2026.
PGIM Ultra Short Municipal Bond ETF was a new Action Point Financial Planning position in Q2 2026.
PGIM Ultra Short Municipal Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #900 holding.
36 funds tracked by Wall St. Rank held PGIM Ultra Short Municipal Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.