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

BankPlus 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	$831K	Sell	16,776 -2,728	-14%	-$135K	0.37%	45
2026 Q1	$966K	Buy	19,504 +4,990	+34%	+$248K	0.5%	33
2025 Q4	$720K	Buy	14,514 +8,005	+123%	+$398K	0.4%	43
2025 Q3	$324K	Buy	6,509 +1,817	+39%	+$90.3K	0.19%	88
2025 Q2	$233K	Buy	4,692 +381	+9%	+$18.9K	0.15%	96
2025 Q1	$214K	Buy	4,311 +232	+6%	+$11.5K	0.16%	94
2024 Q4	$202K	Buy	+4,079	New	+$203K	0.15%	101

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

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

BankPlus Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 14% in Q2 2026, selling an estimated $135K and leaving 16,776 shares worth $831K. The position accounts for 0.37% of the portfolio, ranked #45.

BankPlus Wealth Management first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q1 2026. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

BankPlus Wealth Management held 16,776 shares of PGIM Ultra Short Bond ETF worth $831K as of Q2 2026.
BankPlus Wealth Management sold 2,728 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $135K.
PGIM Ultra Short Bond ETF made up 0.37% of BankPlus Wealth Management's portfolio in Q2 2026, its #45 holding.
BankPlus Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's PGIM Ultra Short Bond ETF position peaked at $966K in Q1 2026.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.