Belpointe Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Belpointe Asset 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 Q3	$984K	Buy	19,886 +1,557	+8%	+$77.2K	0.03%	528
2026 Q2	$908K	Buy	18,329 +1,838	+11%	+$91.2K	0.03%	521
2026 Q1	$816K	Sell	16,491 -63,787	-79%	-$3.17M	0.03%	529
2025 Q4	$3.98M	Sell	80,278 -675	-0.8%	-$33.6K	0.14%	114
2025 Q3	$4.03M	Sell	80,953 -107,526	-57%	-$5.35M	0.15%	113
2025 Q2	$9.38M	Buy	188,479 +29,209	+18%	+$1.45M	0.39%	48
2025 Q1	$7.92M	Buy	159,270 +28,765	+22%	+$1.43M	0.41%	40
2024 Q4	$6.5M	Sell	130,505 -2,326	-2%	-$116K	0.39%	45
2024 Q3	$6.61M	Sell	132,831 -9,280	-7%	-$461K	0.4%	42
2024 Q2	$7.06M	Buy	142,111 +82,368	+138%	+$4.09M	0.49%	31
2024 Q1	$2.97M	Buy	59,743 +48,026	+410%	+$2.38M	0.22%	100
2023 Q4	$579K	Buy	+11,717	New	+$579K	0.05%	327

Other funds holding PULS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Belpointe Asset Management's PULS Position: Q3 2026 in Review

Belpointe Asset Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 8.5% in Q3 2026, buying an estimated $77.2K and bringing the position to 19,886 shares worth $984K. The position accounts for 0.03% of the portfolio, ranked #528.

Belpointe Asset Management first reported a position in PULS in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.38M in Q2 2025. 406 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Belpointe Asset Management held 19,886 shares of PGIM Ultra Short Bond ETF worth $984K as of Q3 2026.
Belpointe Asset Management bought 1,557 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $77.2K.
PGIM Ultra Short Bond ETF made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #528 holding.
Belpointe Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 12 quarters since.
Belpointe Asset Management's PGIM Ultra Short Bond ETF position peaked at $9.38M in Q2 2025.
406 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.