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Kingsview Wealth Management’s PGIM Total Return Bond ETF PTRB Stock Holding History

Kingsview Wealth Management’s Portfolio PTRB Stock Details PTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86M Buy
93,017
+73,269
+371% +$3.08M 0.05% 355
2025
Q4 		$830K Buy
+19,748
New +$835K 0.01% 684
2025
Q1 		– Sell
-5,182
Closed -$212K – 1166
2024
Q4 		$212K Sell
5,182
-2,093
-29% -$87.3K ﹤0.01% 1037
2024
Q3 		$312K Buy
7,275
+1,866
+34% +$78.8K 0.01% 875
2024
Q2 		$223K Buy
+5,409
New +$222K 0.01% 946

Other funds holding PTRB

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kingsview Wealth Management's PTRB Position: Q1 2026 in Review

Kingsview Wealth Management increased its PGIM Total Return Bond ETF (PTRB) stake by 371% in Q1 2026, buying an estimated $3.08M and bringing the position to 93,017 shares worth $3.86M. The position accounts for 0.05% of the portfolio, ranked #355.

Kingsview Wealth Management first reported a position in PTRB in Q2 2024 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold PTRB as of Q1 2026.

  • Kingsview Wealth Management held 93,017 shares of PGIM Total Return Bond ETF worth $3.86M as of Q1 2026.
  • Kingsview Wealth Management bought 73,269 PGIM Total Return Bond ETF shares in Q1 2026, an estimated $3.08M.
  • PGIM Total Return Bond ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Kingsview Wealth Management first reported a position in PGIM Total Return Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.