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

Clearstead 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
2026 Q2	$2.05M	Sell	41,401 -15,338	-27%	-$761K	0.02%	377
2026 Q1	$2.81M	Buy	56,739 +12,418	+28%	+$617K	0.03%	309
2025 Q4	$2.2M	Sell	44,321 -7,147	-14%	-$355K	0.03%	314
2025 Q3	$2.56M	Sell	51,468 -1,837	-3%	-$91.3K	0.03%	281
2025 Q2	$2.65M	Sell	53,305 -16,791	-24%	-$833K	0.04%	273
2025 Q1	$3.49M	Sell	70,096 -3,458	-5%	-$172K	0.05%	224
2024 Q4	$3.64M	Buy	73,554 +2,316	+3%	+$115K	0.06%	213
2024 Q3	$3.55M	Sell	71,238 -5,873	-8%	-$292K	0.06%	222
2024 Q2	$3.83M	Buy	+77,111	New	+$3.83M	0.07%	202

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

Clearstead Advisors's PULS Position: Q2 2026 in Review

Clearstead Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 27% in Q2 2026, selling an estimated $761K and leaving 41,401 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #377.

Clearstead Advisors first reported a position in PULS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.83M in Q2 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Clearstead Advisors held 41,401 shares of PGIM Ultra Short Bond ETF worth $2.05M as of Q2 2026.
Clearstead Advisors sold 15,338 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $761K.
PGIM Ultra Short Bond ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #377 holding.
Clearstead Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's PGIM Ultra Short Bond ETF position peaked at $3.83M in Q2 2024.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.