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B. Riley Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

B. Riley Wealth Advisors’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 		$1.2M Buy
24,101
+2,825
+13% +$140K 0.06% 272
2026
Q1 		$1.06M Buy
21,276
+6,743
+46% +$335K 0.07% 278
2025
Q4 		$721K Buy
+14,533
New +$723K 0.03% 416
2025
Q3 		– Sell
-5,878
Closed -$292K – 1160
2025
Q2 		$292K Buy
+5,878
New +$291K 0.01% 728
2024
Q4 		$285K Buy
5,720
+360
+7% +$17.9K 0.01% 887
2024
Q3 		$267K Sell
5,360
-554
-9% -$27.5K 0.01% 1014
2024
Q2 		$294K Sell
5,914
-4,292
-42% -$213K 0.01% 1036
2024
Q1 		$505K Sell
10,206
-3
-0% -$149 0.01% 787
2023
Q4 		$507K Buy
10,209
+3
+0% +$148 0.01% 803
2023
Q3 		$505K Buy
10,206
+130
+1% +$6.42K 0.01% 787
2023
Q2 		$498K Buy
+10,076
New +$496K 0.01% 858

Other funds holding PULS

CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

B. Riley Wealth Advisors's PULS Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 13% in Q2 2026, buying an estimated $140K and bringing the position to 24,101 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #272.

B. Riley Wealth Advisors first reported a position in PULS in Q2 2023 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • B. Riley Wealth Advisors held 24,101 shares of PGIM Ultra Short Bond ETF worth $1.2M as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,825 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $140K.
  • PGIM Ultra Short Bond ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • B. Riley Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.