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

BCS Private 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	$9.21M	Buy	185,341 +134,641	+266%	+$6.68M	2.77%	7
2026 Q1	$2.52M	Buy	50,700 +26,640	+111%	+$1.32M	0.77%	37
2025 Q4	$1.2M	Buy	24,060 +13,835	+135%	+$688K	0.41%	50
2025 Q3	$510K	Buy	10,225 +2,250	+28%	+$112K	0.18%	90
2025 Q2	$397K	Buy	+7,975	New	+$395K	0.15%	103

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

BCS Private Wealth Management's PULS Position: Q2 2026 in Review

BCS Private Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 266% in Q2 2026, buying an estimated $6.68M and bringing the position to 185,341 shares worth $9.21M. The position accounts for 2.77% of the portfolio, ranked #7.

BCS Private Wealth Management first reported a position in PULS in Q2 2025 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

BCS Private Wealth Management held 185,341 shares of PGIM Ultra Short Bond ETF worth $9.21M as of Q2 2026.
BCS Private Wealth Management bought 134,641 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $6.68M.
PGIM Ultra Short Bond ETF made up 2.77% of BCS Private Wealth Management's portfolio in Q2 2026, its #7 holding.
BCS Private Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.