Bogart Wealth LLC’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Bogart Wealth LLC’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	$11.7K	Hold	237	–	–	﹤0.01%	951
2026 Q1	$11.7K	Hold	237	–	–	﹤0.01%	872
2025 Q4	$11.8K	Hold	237	–	–	﹤0.01%	830
2025 Q3	$11.8K	Hold	237	–	–	﹤0.01%	796
2025 Q2	$11.8K	Hold	237	–	–	﹤0.01%	760
2025 Q1	$11.8K	Sell	237 -15	-6%	-$745	﹤0.01%	707
2024 Q4	$12.5K	Buy	252 +237	+1,580%	+$11.8K	﹤0.01%	682
2024 Q3	$747	Hold	15	–	–	﹤0.01%	1042
2024 Q2	$746	Sell	15 -1,285	-99%	-$63.7K	﹤0.01%	1024
2024 Q1	$64.6K	Buy	+1,300	New	+$64.4K	﹤0.01%	343

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

Bogart Wealth LLC's PULS Position: Q2 2026 in Review

Bogart Wealth LLC held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 237 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Bogart Wealth LLC first reported a position in PULS in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.6K in Q1 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Bogart Wealth LLC held 237 shares of PGIM Ultra Short Bond ETF worth $11.7K as of Q2 2026.
Bogart Wealth LLC left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #951 holding.
Bogart Wealth LLC first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
Bogart Wealth LLC's PGIM Ultra Short Bond ETF position peaked at $64.6K in Q1 2024.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.