CAPTRUST Financial Advisors
PULS icon

CAPTRUST Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-16,612
Closed -$828K – 2803
2025
Q3 		$828K Sell
16,612
-1,443
-8% -$71.7K ﹤0.01% 1539
2025
Q2 		$898K Buy
18,055
+361
+2% +$17.9K ﹤0.01% 1410
2025
Q1 		$880K Buy
17,694
+1,178
+7% +$58.5K ﹤0.01% 1346
2024
Q4 		$818K Sell
16,516
-1,463
-8% -$72.7K ﹤0.01% 1339
2024
Q3 		$895K Buy
+17,979
New +$893K ﹤0.01% 1250
2024
Q1 		– Sell
-4,628
Closed -$229K – 2537
2023
Q4 		$229K Buy
+4,628
New +$229K ﹤0.01% 2302

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's PULS Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 16,612 shares — an estimated $828K sold.

CAPTRUST Financial Advisors first reported a position in PULS in Q4 2023 and held it in 6 quarters. The position peaked at $898K in Q2 2025. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 16,612 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $828K.
  • CAPTRUST Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's PGIM Ultra Short Bond ETF position peaked at $898K in Q2 2025.
  • 415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.