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 Q2	$1.17M	Buy	23,528 +964	+4%	+$47.8K	0.02%	749
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.3% in Q2 2026, buying an estimated $47.8K and bringing the position to 23,528 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #749.

Arkadios Wealth Advisors first reported a position in PULS in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q3 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Arkadios Wealth Advisors held 23,528 shares of PGIM Ultra Short Bond ETF worth $1.17M as of Q2 2026.
Arkadios Wealth Advisors bought 964 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $47.8K.
PGIM Ultra Short Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #749 holding.
Arkadios Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 10 quarters since.
Arkadios Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $1.55M in Q3 2024.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.