Kingswood Wealth Advisors’s PGIM S&P 500 Max Buffer ETF - January PMJA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Sell	10,767 -45	-0.4%	-$1.23K	0.01%	785
2026 Q1	$288K	Buy	+10,812	New	+$290K	0.01%	727

Other funds holding PMJA

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

JSA

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

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

Kingswood Wealth Advisors reduced its PGIM S&P 500 Max Buffer ETF - January (PMJA) stake by 0.42% in Q2 2026, selling an estimated $1.23K and leaving 10,767 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #785.

Kingswood Wealth Advisors first reported a position in PMJA in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PMJA as of Q2 2026.

Kingswood Wealth Advisors held 10,767 shares of PGIM S&P 500 Max Buffer ETF - January worth $295K as of Q2 2026.
Kingswood Wealth Advisors sold 45 PGIM S&P 500 Max Buffer ETF - January shares in Q2 2026, an estimated $1.23K.
PGIM S&P 500 Max Buffer ETF - January made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #785 holding.
Kingswood Wealth Advisors first reported a position in PGIM S&P 500 Max Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held PGIM S&P 500 Max Buffer ETF - January as of Q2 2026.

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