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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
Q2 		$473K Buy
9,542
+203
+2% +$10.1K ﹤0.01% 1358
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 $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Beacon Pointe Advisors's PULS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 2.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 9,542 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Beacon Pointe Advisors first reported a position in PULS in Q1 2020 and has held it in 4 quarters since. The position peaked at $17M in Q1 2020. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Beacon Pointe Advisors held 9,542 shares of PGIM Ultra Short Bond ETF worth $473K as of Q2 2026.
  • Beacon Pointe Advisors bought 203 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $10.1K.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1358 holding.
  • Beacon Pointe Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's PGIM Ultra Short Bond ETF position peaked at $17M in Q1 2020.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.