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

AMJ Financial 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 		$32.8M Hold
662,171
– – 7.73% 1
2026
Q1 		$32.8M Buy
662,171
+148,160
+29% +$7.36M 7.73% 1
2025
Q4 		$25.5M Sell
514,011
-13,460
-3% -$669K 6.03% 1
2025
Q3 		$26.3M Buy
527,471
+79,521
+18% +$3.95M 6.26% 1
2025
Q2 		$22.3M Buy
447,950
+264,560
+144% +$13.1M 5.55% 1
2025
Q1 		$9.12M Buy
+183,390
New +$9.11M 2.69% 14
2024
Q2 		– Sell
-75,537
Closed -$3.75M – 82
2024
Q1 		$3.75M Buy
75,537
+71,279
+1,674% +$3.53M 1.25% 32
2023
Q4 		$210K Sell
4,258
-688
-14% -$34K 0.09% 64
2023
Q3 		$245K Sell
4,946
-13,151
-73% -$649K 0.11% 59
2023
Q2 		$894K Sell
18,097
-751
-4% -$37K 0.39% 47
2023
Q1 		$929K Sell
18,848
-322,265
-94% -$15.9M 0.6% 30
2022
Q4 		$16.7M Sell
341,113
-6,834
-2% -$335K 9.91% 1
2022
Q3 		$17.1M Buy
347,947
+5,723
+2% +$281K 11.1% 1
2022
Q2 		$16.8M Buy
342,224
+212,696
+164% +$10.4M 14.18% 1
2022
Q1 		$6.37M Buy
129,528
+124,037
+2,259% +$6.12M 2.55% 18
2021
Q4 		$272K Buy
+5,491
New +$272K 0.1% 81

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

AMJ Financial Wealth Management's PULS Position: Q2 2026 in Review

AMJ Financial Wealth Management held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 662,171 shares worth $32.8M. The position accounts for 7.73% of the portfolio, ranked #1.

AMJ Financial Wealth Management first reported a position in PULS in Q4 2021 and has held it in 16 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • AMJ Financial Wealth Management held 662,171 shares of PGIM Ultra Short Bond ETF worth $32.8M as of Q2 2026.
  • AMJ Financial Wealth Management left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
  • PGIM Ultra Short Bond ETF made up 7.73% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #1 holding.
  • AMJ Financial Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.