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Retirement Wealth Solutions’s Prudential PUK Stock Holding History

Retirement Wealth Solutions’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.02K Sell
150
-96
-39% -$2.8K ﹤0.01% 395
2026
Q1 		$6.99K Buy
246
+138
+128% +$4.25K ﹤0.01% 261
2025
Q4 		$3.36K Buy
+108
New +$3.1K ﹤0.01% 373

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Retirement Wealth Solutions's PUK Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Prudential (PUK) stake by 39% in Q2 2026, selling an estimated $2.8K and leaving 150 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Retirement Wealth Solutions first reported a position in PUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.99K in Q1 2026. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Retirement Wealth Solutions held 150 shares of Prudential worth $4.02K as of Q2 2026.
  • Retirement Wealth Solutions sold 96 Prudential shares in Q2 2026, an estimated $2.8K.
  • Prudential made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #395 holding.
  • Retirement Wealth Solutions first reported a position in Prudential in Q4 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Prudential position peaked at $6.99K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.