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

Atria Wealth Solutions’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
Q2 		$6.2M Sell
124,673
-1,813
-1% -$89.9K 0.14% 170
2025
Q1 		$6.29M Buy
126,486
+559
+0.4% +$27.8K 0.08% 273
2024
Q4 		$6.25M Sell
125,927
-31,682
-20% -$1.57M 0.07% 294
2024
Q3 		$7.85M Sell
157,609
-30,802
-16% -$1.53M 0.09% 244
2024
Q2 		$9.36M Buy
188,411
+104,610
+125% +$5.19M 0.1% 201
2024
Q1 		$4.16M Sell
83,801
-9,020
-10% -$447K 0.05% 387
2023
Q4 		$4.59M Sell
92,821
-188,838
-67% -$9.33M 0.06% 344
2023
Q3 		$13.9M Buy
281,659
+172,575
+158% +$8.52M 0.2% 112
2023
Q2 		$5.39M Buy
109,084
+8,825
+9% +$435K 0.07% 265
2023
Q1 		$4.94M Sell
100,259
-14,660
-13% -$722K 0.07% 268
2022
Q4 		$5.65M Buy
114,919
+64,539
+128% +$3.17M 0.09% 234
2022
Q3 		$2.47M Buy
50,380
+45,557
+945% +$2.23M 0.04% 406
2022
Q2 		$237K Buy
+4,823
New +$237K ﹤0.01% 1352

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's PULS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PGIM Ultra Short Bond ETF (PULS) stake by 1.4% in Q2 2025, selling an estimated $89.9K and leaving 124,673 shares worth $6.2M. The position accounts for 0.14% of the portfolio, ranked #170.

Atria Wealth Solutions first reported a position in PULS in Q2 2022 and has held it in 13 quarters since. The position peaked at $13.9M in Q3 2023. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • Atria Wealth Solutions held 124,673 shares of PGIM Ultra Short Bond ETF worth $6.2M as of Q2 2025.
  • Atria Wealth Solutions sold 1,813 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $89.9K.
  • PGIM Ultra Short Bond ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #170 holding.
  • Atria Wealth Solutions first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's PGIM Ultra Short Bond ETF position peaked at $13.9M in Q3 2023.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.