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Adapt Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Adapt Wealth Advisors’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 		$204K Buy
+4,124
New +$205K 0.07% 89
2025
Q4 		– Sell
-6,942
Closed -$346K – 119
2025
Q3 		$346K Buy
+6,942
New +$345K 0.13% 76

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Adapt Wealth Advisors's PULS Position: Q2 2026 in Review

Adapt Wealth Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 4,124 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings. This is a return to the name: Adapt Wealth Advisors previously reported a position in PULS as recently as Q3 2025.

Adapt Wealth Advisors first reported a position in PULS in Q3 2025 and has held it in 2 quarters since. The position peaked at $346K in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Adapt Wealth Advisors held 4,124 shares of PGIM Ultra Short Bond ETF worth $204K as of Q2 2026.
  • PGIM Ultra Short Bond ETF was a new Adapt Wealth Advisors position in Q2 2026.
  • PGIM Ultra Short Bond ETF made up 0.07% of Adapt Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Adapt Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Adapt Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $346K in Q3 2025.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.