Beaumont Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Beaumont Financial 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	$299K	Buy	+6,027	New	+$299K	0.02%	314

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

Beaumont Financial Advisors's PULS Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 6,027 shares worth $299K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings.

468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Beaumont Financial Advisors held 6,027 shares of PGIM Ultra Short Bond ETF worth $299K as of Q2 2026.
PGIM Ultra Short Bond ETF was a new Beaumont Financial Advisors position in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #314 holding.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.