Action Point Financial Planning’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Action Point Financial Planning’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	$6.44M	Buy	+129,971	New	+$6.45M	0.65%	41

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

Action Point Financial Planning's PULS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 129,971 shares worth $6.44M. The stake represents 0.65% of the portfolio and ranks #41 among its holdings.

466 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Action Point Financial Planning held 129,971 shares of PGIM Ultra Short Bond ETF worth $6.44M as of Q2 2026.
PGIM Ultra Short Bond ETF was a new Action Point Financial Planning position in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.65% of Action Point Financial Planning's portfolio in Q2 2026, its #41 holding.
466 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.