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Steward Partners Investment Advisory’s PGIM Total Return Bond ETF PTRB Stock Holding History

Steward Partners Investment Advisory’s Portfolio PTRB Stock Details PTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.8K Buy
+765
New +$32.2K ﹤0.01% 3020

Other funds holding PTRB

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's PTRB Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in PGIM Total Return Bond ETF (PTRB) in Q1 2026: 765 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #3020 among its holdings.

90 funds tracked by Wall St. Rank hold PTRB as of Q1 2026.

  • Steward Partners Investment Advisory held 765 shares of PGIM Total Return Bond ETF worth $31.8K as of Q1 2026.
  • PGIM Total Return Bond ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • PGIM Total Return Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3020 holding.
  • 90 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.