Daymark Wealth Partners’s PGIM Ultra Short Municipal Bond ETF PUSH Stock Holding History

Daymark Wealth Partners’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 Q3	$1.37M	Sell	27,527 -21,412	-44%	-$1.08M	0.03%	313
2026 Q2	$2.47M	Buy	48,939 +8,242	+20%	+$416K	0.06%	219
2026 Q1	$2.05M	Buy	40,697 +20,455	+101%	+$1.03M	0.06%	203
2025 Q4	$1.02M	Buy	20,242 +3,554	+21%	+$179K	0.03%	282
2025 Q3	$843K	Sell	16,688 -160	-0.9%	-$8.07K	0.03%	299
2025 Q2	$848K	Buy	16,848 +784	+5%	+$39.3K	0.03%	285
2025 Q1	$808K	Buy	16,064 +318	+2%	+$16K	0.03%	270
2024 Q4	$789K	Buy	15,746 +409	+3%	+$20.6K	0.03%	264
2024 Q3	$775K	Buy	+15,337	New	+$772K	0.03%	278

Other funds holding PUSH

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Retirement Investments Richmond, Virginia $370M AUM 25.51% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Daymark Wealth Partners's PUSH Position: Q3 2026 in Review

Daymark Wealth Partners reduced its PGIM Ultra Short Municipal Bond ETF (PUSH) stake by 44% in Q3 2026, selling an estimated $1.08M and leaving 27,527 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #313.

Daymark Wealth Partners first reported a position in PUSH in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q2 2026. 24 funds tracked by Wall St. Rank hold PUSH as of Q3 2026.

Daymark Wealth Partners held 27,527 shares of PGIM Ultra Short Municipal Bond ETF worth $1.37M as of Q3 2026.
Daymark Wealth Partners sold 21,412 PGIM Ultra Short Municipal Bond ETF shares in Q3 2026, an estimated $1.08M.
PGIM Ultra Short Municipal Bond ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #313 holding.
Daymark Wealth Partners first reported a position in PGIM Ultra Short Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's PGIM Ultra Short Municipal Bond ETF position peaked at $2.47M in Q2 2026.
24 funds tracked by Wall St. Rank held PGIM Ultra Short Municipal Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.