Avantax Advisory Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Avantax Advisory Services’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	$42.9M	Buy	863,066 +71,398	+9%	+$3.54M	0.24%	63
2025 Q1	$39.4M	Buy	791,668 +213,709	+37%	+$10.6M	0.24%	61
2024 Q4	$28.6M	Buy	577,959 +58,460	+11%	+$2.9M	0.18%	86
2024 Q3	$25.9M	Buy	519,499 +386,369	+290%	+$19.2M	0.17%	90
2024 Q2	$6.62M	Buy	133,130 +99,325	+294%	+$4.93M	0.05%	295
2024 Q1	$1.68M	Buy	33,805 +20,441	+153%	+$1.01M	0.01%	584
2023 Q4	$660K	Sell	13,364 -2,499	-16%	-$123K	0.01%	868
2023 Q3	$785K	Buy	15,863 +7,385	+87%	+$365K	0.01%	768
2023 Q2	$419K	Buy	8,478 +333	+4%	+$16.4K	﹤0.01%	1018
2023 Q1	$402K	Sell	8,145 -4,962	-38%	-$244K	﹤0.01%	1006
2022 Q4	$644K	Buy	+13,107	New	+$643K	0.01%	768

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's PULS Position: Q2 2025 in Review

Avantax Advisory Services increased its PGIM Ultra Short Bond ETF (PULS) stake by 9% in Q2 2025, buying an estimated $3.54M and bringing the position to 863,066 shares worth $42.9M. The position accounts for 0.24% of the portfolio, ranked #63.

Avantax Advisory Services first reported a position in PULS in Q4 2022 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

Avantax Advisory Services held 863,066 shares of PGIM Ultra Short Bond ETF worth $42.9M as of Q2 2025.
Avantax Advisory Services bought 71,398 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $3.54M.
PGIM Ultra Short Bond ETF made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #63 holding.
Avantax Advisory Services first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.