Client First Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Client First Investment Management’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	$7.24M	Sell	146,204 -15,676	-10%	-$778K	3.05%	5
2026 Q1	$8.01M	Buy	+161,880	New	+$8.04M	4.17%	3
2025 Q2	–	Sell	-10,728	Closed	-$533K	–	31
2025 Q1	$533K	Sell	10,728 -3,570	-25%	-$177K	0.36%	11
2024 Q4	$708K	Buy	14,298 +795	+6%	+$39.5K	0.46%	18
2024 Q3	$672K	Sell	13,503 -4,411	-25%	-$219K	0.51%	18
2024 Q2	$890K	Buy	17,914 +1,633	+10%	+$81K	0.69%	16
2024 Q1	$809K	Sell	16,281 -3,408	-17%	-$169K	0.64%	18
2023 Q4	$972K	Buy	+19,689	New	+$973K	0.94%	18

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

Client First Investment Management's PULS Position: Q2 2026 in Review

Client First Investment Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 9.7% in Q2 2026, selling an estimated $778K and leaving 146,204 shares worth $7.24M. The position accounts for 3.05% of the portfolio, ranked #5.

Client First Investment Management first reported a position in PULS in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.01M in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Client First Investment Management held 146,204 shares of PGIM Ultra Short Bond ETF worth $7.24M as of Q2 2026.
Client First Investment Management sold 15,676 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $778K.
PGIM Ultra Short Bond ETF made up 3.05% of Client First Investment Management's portfolio in Q2 2026, its #5 holding.
Client First Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 8 quarters since.
Client First Investment Management's PGIM Ultra Short Bond ETF position peaked at $8.01M in Q1 2026.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.