WP
PUSH

WealthPLAN Partners’s PGIM Ultra Short Municipal Bond ETF PUSH Stock Holding History

WealthPLAN Partners’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 		$299K Buy
+5,939
New +$299K 0.06% 192

Other funds holding PUSH

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
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 28.74% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WealthPLAN Partners's PUSH Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in PGIM Ultra Short Municipal Bond ETF (PUSH) in Q2 2026: 5,939 shares worth $299K. The stake represents 0.06% of the portfolio and ranks #192 among its holdings.

11 funds tracked by Wall St. Rank hold PUSH as of Q2 2026.

  • WealthPLAN Partners held 5,939 shares of PGIM Ultra Short Municipal Bond ETF worth $299K as of Q2 2026.
  • PGIM Ultra Short Municipal Bond ETF was a new WealthPLAN Partners position in Q2 2026.
  • PGIM Ultra Short Municipal Bond ETF made up 0.06% of WealthPLAN Partners's portfolio in Q2 2026, its #192 holding.
  • 11 funds tracked by Wall St. Rank held PGIM Ultra Short Municipal Bond ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.