Cerity Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Cerity Partners’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	$1.8M	Sell	36,229 -2,993	-8%	-$149K	﹤0.01%	1656
2026 Q1	$1.94M	Buy	+39,222	New	+$1.95M	﹤0.01%	1508
2025 Q3	–	Sell	-5,491	Closed	-$273K	–	2842
2025 Q2	$273K	Buy	+5,491	New	+$272K	﹤0.01%	2202
2025 Q1	–	Sell	-8,296	Closed	-$411K	–	2596
2024 Q4	$411K	Buy	+8,296	New	+$412K	﹤0.01%	1881

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

Cerity Partners's PULS Position: Q2 2026 in Review

Cerity Partners reduced its PGIM Ultra Short Bond ETF (PULS) stake by 7.6% in Q2 2026, selling an estimated $149K and leaving 36,229 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Cerity Partners first reported a position in PULS in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.94M in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Cerity Partners held 36,229 shares of PGIM Ultra Short Bond ETF worth $1.8M as of Q2 2026.
Cerity Partners sold 2,993 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $149K.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1656 holding.
Cerity Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 4 quarters since.
Cerity Partners's PGIM Ultra Short Bond ETF position peaked at $1.94M in Q1 2026.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.