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

Axxcess 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	$1.17M	Buy	+23,562	New	+$1.17M	0.02%	494
2026 Q1	–	Sell	-4,571	Closed	-$227K	–	836
2025 Q4	$227K	Buy	4,571 +99	+2%	+$4.92K	﹤0.01%	953
2025 Q3	$223K	Hold	4,472	–	–	﹤0.01%	853
2025 Q2	$223K	Buy	+4,472	New	+$222K	0.01%	813
2024 Q4	–	Sell	-5,541	Closed	-$276K	–	916
2024 Q3	$276K	Sell	5,541 -639	-10%	-$31.7K	0.01%	716
2024 Q2	$307K	Buy	+6,180	New	+$307K	0.01%	644

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

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

Axxcess Wealth Management opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 23,562 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #494 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PULS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PULS in Q2 2024 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Axxcess Wealth Management held 23,562 shares of PGIM Ultra Short Bond ETF worth $1.17M as of Q2 2026.
PGIM Ultra Short Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #494 holding.
Axxcess Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 6 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.