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 Q1	$369K	Buy	+12,182	New	+$373K	0.02%	644

Other funds holding PBMR

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

SWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DFA

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

Kingswood Wealth Advisors's PBMR Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) in Q1 2026: 12,182 shares worth $369K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings.

16 funds tracked by Wall St. Rank hold PBMR as of Q1 2026.

Kingswood Wealth Advisors held 12,182 shares of PGIM US Large-Cap Buffer 20 ETF March worth $369K as of Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March was a new Kingswood Wealth Advisors position in Q1 2026.
PGIM US Large-Cap Buffer 20 ETF March made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #644 holding.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.