Capital Analysts LLC’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Capital Analysts 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	$7.17M	Buy	144,762 +65,169	+82%	+$3.23M	0.17%	113
2026 Q1	$3.94M	Buy	79,593 +17,534	+28%	+$871K	0.1%	170
2025 Q4	$3.08M	Buy	62,059 +29,616	+91%	+$1.47M	0.09%	192
2025 Q3	$1.62M	Buy	32,443 +23,184	+250%	+$1.15M	0.05%	249
2025 Q2	$461K	Buy	9,259 +5,257	+131%	+$261K	0.02%	396
2025 Q1	$199K	Buy	4,002 +2,610	+188%	+$130K	0.01%	533
2024 Q4	$69K	Hold	1,392	–	–	﹤0.01%	692
2024 Q3	$69K	Hold	1,392	–	–	﹤0.01%	661
2024 Q2	$69K	Hold	1,392	–	–	﹤0.01%	642
2024 Q1	$69K	Hold	1,392	–	–	﹤0.01%	599
2023 Q4	$69K	Buy	+1,392	New	+$68.8K	﹤0.01%	591

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

Capital Analysts LLC's PULS Position: Q2 2026 in Review

Capital Analysts LLC increased its PGIM Ultra Short Bond ETF (PULS) stake by 82% in Q2 2026, buying an estimated $3.23M and bringing the position to 144,762 shares worth $7.17M. The position accounts for 0.17% of the portfolio, ranked #113.

Capital Analysts LLC first reported a position in PULS in Q4 2023 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Capital Analysts LLC held 144,762 shares of PGIM Ultra Short Bond ETF worth $7.17M as of Q2 2026.
Capital Analysts LLC bought 65,169 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.23M.
PGIM Ultra Short Bond ETF made up 0.17% of Capital Analysts LLC's portfolio in Q2 2026, its #113 holding.
Capital Analysts LLC first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.