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Cape Investment Advisory’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-15
Closed -$754 – 1103
2025
Q2 		$754 Buy
+15
New +$744 ﹤0.01% 1058
2024
Q2 		– Sell
-61
Closed -$3.01K – 974
2024
Q1 		$3.01K Hold
61
– – ﹤0.01% 723
2023
Q4 		$2.99K Buy
+61
New +$3.01K ﹤0.01% 864
2023
Q3 		– Sell
-30
Closed -$1.5K – 940
2023
Q2 		$1.5K Buy
30
+15
+100% +$739 ﹤0.01% 798
2023
Q1 		$747 Buy
+15
New +$739 ﹤0.01% 892

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cape Investment Advisory's PULS Position: Q3 2025 in Review

Cape Investment Advisory sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 15 shares — an estimated $754 sold.

Cape Investment Advisory first reported a position in PULS in Q1 2023 and held it in 5 quarters. The position peaked at $3.01K in Q1 2024. 393 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

  • Cape Investment Advisory reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 15 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $754.
  • Cape Investment Advisory first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 5 quarters.
  • Cape Investment Advisory's PGIM Ultra Short Bond ETF position peaked at $3.01K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.