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Advisory Resource Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Advisory Resource Group’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 		$5.66M Buy
114,298
+5,446
+5% +$270K 0.85% 32
2026
Q1 		$5.39M Sell
108,852
-42,574
-28% -$2.11M 0.93% 31
2025
Q4 		$7.51M Buy
151,426
+4,881
+3% +$243K 1.32% 14
2025
Q3 		$7.3M Buy
146,545
+18,005
+14% +$895K 1.31% 16
2025
Q2 		$6.4M Sell
128,540
-34,679
-21% -$1.72M 1.23% 16
2025
Q1 		$8.12M Buy
163,219
+12,342
+8% +$613K 1.65% 12
2024
Q4 		$7.48M Buy
150,877
+48,502
+47% +$2.41M 1.59% 12
2024
Q3 		$5.1M Buy
102,375
+5,617
+6% +$279K 1.09% 23
2024
Q2 		$4.81M Buy
96,758
+9,706
+11% +$481K 1.09% 21
2024
Q1 		$4.33M Buy
87,052
+7,652
+10% +$379K 0.99% 26
2023
Q4 		$3.92M Buy
79,400
+4,296
+6% +$212K 0.98% 23
2023
Q3 		$3.72M Buy
75,104
+4,329
+6% +$214K 1% 17
2023
Q2 		$3.5M Buy
70,775
+8,443
+14% +$416K 0.95% 18
2023
Q1 		$3.07M Buy
62,332
+7,157
+13% +$353K 0.86% 24
2022
Q4 		$2.71M Buy
55,175
+7,135
+15% +$350K 0.81% 28
2022
Q3 		$2.36M Buy
48,040
+3,882
+9% +$190K 0.78% 29
2022
Q2 		$2.17M Buy
44,158
+287
+0.7% +$14.1K 0.71% 43
2022
Q1 		$2.16M Buy
43,871
+5,006
+13% +$247K 0.67% 42
2021
Q4 		$1.92M Sell
38,865
-15,696
-29% -$778K 0.64% 49
2021
Q3 		$2.71M Buy
+54,561
New +$2.71M 1% 22
2019
Q2 		– Sell
-117,137
Closed -$5.87M – 75
2019
Q1 		$5.87M Buy
+117,137
New +$5.86M 3.27% 8

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

Advisory Resource Group's PULS Position: Q2 2026 in Review

Advisory Resource Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 5% in Q2 2026, buying an estimated $270K and bringing the position to 114,298 shares worth $5.66M. The position accounts for 0.85% of the portfolio, ranked #32.

Advisory Resource Group first reported a position in PULS in Q1 2019 and has held it in 21 quarters since. The position peaked at $8.12M in Q1 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Advisory Resource Group held 114,298 shares of PGIM Ultra Short Bond ETF worth $5.66M as of Q2 2026.
  • Advisory Resource Group bought 5,446 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $270K.
  • PGIM Ultra Short Bond ETF made up 0.85% of Advisory Resource Group's portfolio in Q2 2026, its #32 holding.
  • Advisory Resource Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Advisory Resource Group's PGIM Ultra Short Bond ETF position peaked at $8.12M in Q1 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.