Collective Family Office’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Collective Family Office’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	$5.87M	Buy	118,481 +13,385	+13%	+$664K	1.2%	27
2026 Q1	$5.2M	Buy	105,096 +18,229	+21%	+$906K	1.17%	27
2025 Q4	$4.31M	Sell	86,867 -5,653	-6%	-$281K	0.99%	31
2025 Q3	$4.61M	Buy	92,520 +7,315	+9%	+$364K	1.11%	29
2025 Q2	$4.24M	Buy	85,205 +34,341	+68%	+$1.7M	1.09%	31
2025 Q1	$2.53M	Buy	50,864 +10,548	+26%	+$524K	0.68%	38
2024 Q4	$2M	Buy	40,316 +35,316	+706%	+$1.75M	0.55%	49
2024 Q3	$249K	Buy	+5,000	New	+$248K	0.07%	159
2022 Q4	–	Sell	-5,406	Closed	-$265K	–	182
2022 Q3	$265K	Sell	5,406 -82,663	-94%	-$4.05M	0.13%	141
2022 Q2	$4.32M	Buy	88,069 +59,091	+204%	+$2.9M	1.87%	9
2022 Q1	$1.43M	Buy	+28,978	New	+$1.43M	0.54%	53

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

Collective Family Office's PULS Position: Q2 2026 in Review

Collective Family Office increased its PGIM Ultra Short Bond ETF (PULS) stake by 13% in Q2 2026, buying an estimated $664K and bringing the position to 118,481 shares worth $5.87M. The position accounts for 1.2% of the portfolio, ranked #27.

Collective Family Office first reported a position in PULS in Q1 2022 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Collective Family Office held 118,481 shares of PGIM Ultra Short Bond ETF worth $5.87M as of Q2 2026.
Collective Family Office bought 13,385 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $664K.
PGIM Ultra Short Bond ETF made up 1.2% of Collective Family Office's portfolio in Q2 2026, its #27 holding.
Collective Family Office first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 11 quarters since.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.