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Beacon Pointe Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Beacon Pointe 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
Q1 		$462K Buy
+9,339
New +$464K ﹤0.01% 1338
2020
Q3 		– Sell
-14,110
Closed -$704K – 427
2020
Q2 		$704K Sell
14,110
-335,189
-96% -$16.6M 0.07% 193
2020
Q1 		$17M Buy
+349,299
New +$17.4M 2.71% 5

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Pointe Advisors's PULS Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q1 2026: 9,339 shares worth $462K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in PULS as recently as Q2 2020.

Beacon Pointe Advisors first reported a position in PULS in Q1 2020 and has held it in 3 quarters since. The position peaked at $17M in Q1 2020. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Beacon Pointe Advisors held 9,339 shares of PGIM Ultra Short Bond ETF worth $462K as of Q1 2026.
  • PGIM Ultra Short Bond ETF was a new Beacon Pointe Advisors position in Q1 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1338 holding.
  • Beacon Pointe Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's PGIM Ultra Short Bond ETF position peaked at $17M in Q1 2020.
  • 443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.