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

Arkadios 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 Q1	$1.12M	Buy	22,564 +6,280	+39%	+$312K	0.02%	741
2025 Q4	$808K	Buy	16,284 +979	+6%	+$48.7K	0.02%	794
2025 Q3	$763K	Buy	15,305 +2,090	+16%	+$104K	0.02%	756
2025 Q2	$658K	Sell	13,215 -15,114	-53%	-$750K	0.02%	740
2025 Q1	$1.41M	Buy	28,329 +5,854	+26%	+$291K	0.05%	368
2024 Q4	$1.11M	Sell	22,475 -8,740	-28%	-$434K	0.06%	307
2024 Q3	$1.55M	Buy	31,215 +2,962	+10%	+$147K	0.09%	230
2024 Q2	$1.4M	Buy	+28,253	New	+$1.4M	0.09%	218
2023 Q4	–	Sell	-10,392	Closed	-$514K	–	756
2023 Q3	$514K	Buy	+10,392	New	+$513K	0.05%	334

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return