Avidian Wealth Enterprises’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Avidian Wealth Enterprises’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	$1.15M	Buy	23,298 +15,177	+187%	+$753K	0.03%	291
2026 Q1	$402K	Sell	8,121 -6,922	-46%	-$344K	0.01%	482
2025 Q4	$746K	Buy	15,043 +4,984	+50%	+$248K	0.03%	285
2025 Q3	$501K	Hold	10,059	–	–	0.02%	367
2025 Q2	$501K	Buy	+10,059	New	+$499K	0.02%	335
2021 Q3	–	Sell	-50,975	Closed	-$2.54M	–	417
2021 Q2	$2.54M	Buy	+50,975	New	+$2.54M	0.19%	84

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

Avidian Wealth Enterprises's PULS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its PGIM Ultra Short Bond ETF (PULS) stake by 187% in Q2 2026, buying an estimated $753K and bringing the position to 23,298 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #291.

Avidian Wealth Enterprises first reported a position in PULS in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.54M in Q2 2021. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Avidian Wealth Enterprises held 23,298 shares of PGIM Ultra Short Bond ETF worth $1.15M as of Q2 2026.
Avidian Wealth Enterprises bought 15,177 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $753K.
PGIM Ultra Short Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #291 holding.
Avidian Wealth Enterprises first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 6 quarters since.
Avidian Wealth Enterprises's PGIM Ultra Short Bond ETF position peaked at $2.54M in Q2 2021.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.