Avior Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Avior Wealth Management’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	$487K	Buy	9,826 +64	+0.7%	+$3.18K	0.01%	524
2026 Q1	$483K	Buy	+9,762	New	+$485K	0.01%	541
2024 Q4	–	Sell	-253	Closed	-$12.6K	–	2529
2024 Q3	$12.6K	Buy	+253	New	+$12.6K	﹤0.01%	1487
2024 Q1	–	Sell	-273	Closed	-$13.5K	–	3865
2023 Q4	$13.5K	Buy	+273	New	+$13.5K	﹤0.01%	945

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

Avior Wealth Management's PULS Position: Q2 2026 in Review

Avior Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.66% in Q2 2026, buying an estimated $3.18K and bringing the position to 9,826 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #524.

Avior Wealth Management first reported a position in PULS in Q4 2023 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Avior Wealth Management held 9,826 shares of PGIM Ultra Short Bond ETF worth $487K as of Q2 2026.
Avior Wealth Management bought 64 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.18K.
PGIM Ultra Short Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #524 holding.
Avior Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 4 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.