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AE Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

AE Wealth Management’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 		$117K Buy
2,363
+563
+31% +$27.9K ﹤0.01% 1867
2026
Q1 		$89.1K Buy
+1,800
New +$89.4K ﹤0.01% 1836
2025
Q4 		– Sell
-4,225
Closed -$211K – 2540
2025
Q3 		$211K Sell
4,225
-657
-13% -$32.7K ﹤0.01% 1372
2025
Q2 		$243K Sell
4,882
-259
-5% -$12.8K ﹤0.01% 1216
2025
Q1 		$256K Sell
5,141
-8,231
-62% -$409K ﹤0.01% 1163
2024
Q4 		$663K Sell
13,372
-19,028
-59% -$945K 0.01% 819
2024
Q3 		$1.61M Sell
32,400
-887
-3% -$44K 0.01% 595
2024
Q2 		$1.65M Buy
33,287
+3,083
+10% +$153K 0.02% 574
2024
Q1 		$1.5M Sell
30,204
-248,163
-89% -$12.3M 0.02% 562
2023
Q4 		$13.8M Sell
278,367
-258,598
-48% -$12.8M 0.07% 323
2023
Q3 		$26.6M Sell
536,965
-255,679
-32% -$12.6M 0.16% 144
2023
Q2 		$39.2M Buy
792,644
+45,294
+6% +$2.23M 0.24% 81
2023
Q1 		$36.8M Buy
747,350
+408,073
+120% +$20.1M 0.24% 83
2022
Q4 		$16.7M Sell
339,277
-640,536
-65% -$31.4M 0.12% 196
2022
Q3 		$48.1M Buy
+979,813
New +$48.1M 0.38% 47
2021
Q3 		– Sell
-7,557
Closed -$376K – 1698
2021
Q2 		$376K Sell
7,557
-2,179
-22% -$108K ﹤0.01% 1247
2021
Q1 		$485K Buy
+9,736
New +$485K ﹤0.01% 1043
2020
Q4 		– Sell
-6,092
Closed -$304K – 1409
2020
Q3 		$304K Buy
+6,092
New +$304K ﹤0.01% 1034

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

AE Wealth Management's PULS Position: Q2 2026 in Review

AE Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 31% in Q2 2026, buying an estimated $27.9K and bringing the position to 2,363 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

AE Wealth Management first reported a position in PULS in Q3 2020 and has held it in 18 quarters since. The position peaked at $48.1M in Q3 2022. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • AE Wealth Management held 2,363 shares of PGIM Ultra Short Bond ETF worth $117K as of Q2 2026.
  • AE Wealth Management bought 563 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $27.9K.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1867 holding.
  • AE Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • AE Wealth Management's PGIM Ultra Short Bond ETF position peaked at $48.1M in Q3 2022.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.