Kingswood Wealth Advisors’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

Kingswood Wealth Advisors’s Portfolio PBMR Stock Details PBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Hold	12,182	–	–	0.02%	685
2026 Q1	$369K	Buy	+12,182	New	+$373K	0.02%	644

Other funds holding PBMR

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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Kingswood Wealth Advisors's PBMR Position: Q2 2026 in Review

Kingswood Wealth Advisors held its PGIM US Large-Cap Buffer 20 ETF March (PBMR) position steady in Q2 2026 at 12,182 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #685.

Kingswood Wealth Advisors first reported a position in PBMR in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PBMR as of Q2 2026.

Kingswood Wealth Advisors held 12,182 shares of PGIM US Large-Cap Buffer 20 ETF March worth $391K as of Q2 2026.
Kingswood Wealth Advisors left its PGIM US Large-Cap Buffer 20 ETF March share count unchanged in Q2 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #685 holding.
Kingswood Wealth Advisors first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q1 2026 and has held it in 2 quarters since.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.