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 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 $1.81T 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

Belpointe Asset Management's PULS Position: Q2 2026 in Review

Belpointe Asset Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 11% in Q2 2026, buying an estimated $91.2K and bringing the position to 18,329 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #521.

Belpointe Asset Management first reported a position in PULS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.38M in Q2 2025. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Belpointe Asset Management held 18,329 shares of PGIM Ultra Short Bond ETF worth $908K as of Q2 2026.
Belpointe Asset Management bought 1,838 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $91.2K.
PGIM Ultra Short Bond ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #521 holding.
Belpointe Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
Belpointe Asset Management's PGIM Ultra Short Bond ETF position peaked at $9.38M in Q2 2025.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.