KWA
PUSH

Kingswood Wealth Advisors’s PGIM Ultra Short Municipal Bond ETF PUSH Stock Holding History

Kingswood Wealth Advisors’s Portfolio PUSH Stock Details PUSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
21,103
+4,075
+24% +$205K 0.04% 397
2026
Q1 		$857K Sell
17,028
-21,846
-56% -$1.1M 0.04% 407
2025
Q4 		$793K Buy
+38,874
New +$1.96M 0.04% 399

Other funds holding PUSH

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its PGIM Ultra Short Municipal Bond ETF (PUSH) stake by 24% in Q2 2026, buying an estimated $205K and bringing the position to 21,103 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #397.

Kingswood Wealth Advisors first reported a position in PUSH in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold PUSH as of Q2 2026.

  • Kingswood Wealth Advisors held 21,103 shares of PGIM Ultra Short Municipal Bond ETF worth $1.06M as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,075 PGIM Ultra Short Municipal Bond ETF shares in Q2 2026, an estimated $205K.
  • PGIM Ultra Short Municipal Bond ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • Kingswood Wealth Advisors first reported a position in PGIM Ultra Short Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held PGIM Ultra Short Municipal Bond ETF as of Q2 2026.

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