KWA
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Kingswood Wealth Advisors’s PGIM Total Return Bond ETF PTRB Stock Holding History

Kingswood Wealth Advisors’s Portfolio PTRB Stock Details PTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,546
Closed -$268K – 806
2024
Q4 		$268K Buy
+6,546
New +$268K 0.02% 646