B. Riley Wealth Advisors
PULS icon

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
Q3 		$4.28M Buy
86,523
+62,422
+259% +$3.1M 0.17% 127
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
+140
+2% +$6.94K 0.01% 728
2025
Q1 		$285K Buy
5,738
+18
+0.3% +$894 0.01% 992
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

B. Riley Wealth Advisors's PULS Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 259% in Q3 2026, buying an estimated $3.1M and bringing the position to 86,523 shares worth $4.28M. The position accounts for 0.17% of the portfolio, ranked #127.

B. Riley Wealth Advisors first reported a position in PULS in Q2 2023 and has held it in 13 quarters since. 389 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • B. Riley Wealth Advisors held 86,523 shares of PGIM Ultra Short Bond ETF worth $4.28M as of Q3 2026.
  • B. Riley Wealth Advisors bought 62,422 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $3.1M.
  • PGIM Ultra Short Bond ETF made up 0.17% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #127 holding.
  • B. Riley Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 389 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.