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Comprehensive Financial Consultants Institutional’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$308K Buy
6,220
+80
+1% +$3.97K 0.08% 168
2026
Q1 		$304K Sell
6,140
-609
-9% -$30.3K 0.09% 160
2025
Q4 		$335K Sell
6,749
-128
-2% -$6.36K 0.1% 148
2025
Q3 		$343K Sell
6,877
-502
-7% -$25K 0.11% 143
2025
Q2 		$367K Sell
7,379
-258
-3% -$12.8K 0.12% 140
2025
Q1 		$380K Buy
7,637
+1,176
+18% +$58.4K 0.14% 131
2024
Q4 		$320K Sell
6,461
-197
-3% -$9.79K 0.12% 140
2024
Q3 		$331K Buy
6,658
+276
+4% +$13.7K 0.12% 140
2024
Q2 		$317K Sell
6,382
-671
-10% -$33.3K 0.12% 137
2024
Q1 		$351K Sell
7,053
-810
-10% -$40.1K 0.15% 131
2023
Q4 		$388K Sell
7,863
-75
-0.9% -$3.71K 0.18% 119
2023
Q3 		$393K Buy
7,938
+644
+9% +$31.8K 0.21% 115
2023
Q2 		$360K Buy
7,294
+2,594
+55% +$128K 0.19% 123
2023
Q1 		$232K Buy
+4,700
New +$232K 0.13% 143

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PULS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its PGIM Ultra Short Bond ETF (PULS) stake by 1.3% in Q2 2026, buying an estimated $3.97K and bringing the position to 6,220 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #168.

Comprehensive Financial Consultants Institutional first reported a position in PULS in Q1 2023 and has held it in 14 quarters since. The position peaked at $393K in Q3 2023. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 6,220 shares of PGIM Ultra Short Bond ETF worth $308K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 80 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.97K.
  • PGIM Ultra Short Bond ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #168 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Comprehensive Financial Consultants Institutional's PGIM Ultra Short Bond ETF position peaked at $393K in Q3 2023.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.