Atria Investments’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Atria Investments’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
2025 Q3	–	Sell	-54,087	Closed	-$2.69M	–	2127
2025 Q2	$2.69M	Buy	54,087 +13,951	+35%	+$692K	0.03%	604
2025 Q1	$2M	Buy	+40,136	New	+$1.99M	0.03%	705
2024 Q4	–	Sell	-141,303	Closed	-$7.03M	–	1959
2024 Q3	$7.03M	Buy	141,303 +18,457	+15%	+$916K	0.09%	261
2024 Q2	$6.11M	Buy	+122,846	New	+$6.09M	0.08%	286
2023 Q4	–	Sell	-231,712	Closed	-$11.5M	–	926
2023 Q3	$11.5M	Buy	231,712 +123,702	+115%	+$6.11M	0.2%	105
2023 Q2	$5.34M	Sell	108,010 -316,024	-75%	-$15.6M	0.1%	249
2023 Q1	$20.9M	Buy	424,034 +98,889	+30%	+$4.87M	0.4%	49
2022 Q4	$16M	Buy	+325,145	New	+$15.9M	0.33%	61

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Investments's PULS Position: Q3 2025 in Review

Atria Investments sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 54,087 shares — an estimated $2.69M sold.

Atria Investments first reported a position in PULS in Q4 2022 and held it in 8 quarters. The position peaked at $20.9M in Q1 2023. 393 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

Atria Investments reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 54,087 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $2.69M.
Atria Investments first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 8 quarters.
Atria Investments's PGIM Ultra Short Bond ETF position peaked at $20.9M in Q1 2023.
393 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.