1 North Wealth Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

1 North Wealth Services’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	282,255 +3,136	+1%	+$156K	4.57%	5
2026 Q1	$13.8M	Buy	279,119 +19,087	+7%	+$948K	4.99%	5
2025 Q4	$12.9M	Buy	260,032 +10,747	+4%	+$534K	4.54%	6
2025 Q3	$12.4M	Sell	249,285 -2,048	-0.8%	-$102K	5.09%	7
2025 Q2	$12.5M	Buy	251,333 +8,797	+4%	+$436K	4.96%	6
2025 Q1	$12.1M	Buy	+242,536	New	+$12M	5.58%	5

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1 North Wealth Services's PULS Position: Q2 2026 in Review

1 North Wealth Services increased its PGIM Ultra Short Bond ETF (PULS) stake by 1.1% in Q2 2026, buying an estimated $156K and bringing the position to 282,255 shares worth $14M. The position accounts for 4.57% of the portfolio, ranked #5.

1 North Wealth Services first reported a position in PULS in Q1 2025 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

1 North Wealth Services held 282,255 shares of PGIM Ultra Short Bond ETF worth $14M as of Q2 2026.
1 North Wealth Services bought 3,136 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $156K.
PGIM Ultra Short Bond ETF made up 4.57% of 1 North Wealth Services's portfolio in Q2 2026, its #5 holding.
1 North Wealth Services first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.