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

Carson 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 Q2	–	Sell	-7,966	Closed	-$396K	–	174
2025 Q1	$396K	Sell	7,966 -141	-2%	-$7K	0.27%	88
2024 Q4	$402K	Buy	+8,107	New	+$403K	0.28%	83

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Advisory's PULS Position: Q2 2025 in Review

Carson Advisory sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 7,966 shares — an estimated $396K sold.

Carson Advisory first reported a position in PULS in Q4 2024 and held it in 2 quarters. The position peaked at $402K in Q4 2024. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

Carson Advisory reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
Carson Advisory sold 7,966 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $396K.
Carson Advisory first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 2 quarters.
Carson Advisory's PGIM Ultra Short Bond ETF position peaked at $402K in Q4 2024.
370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Carson Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.