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

Concurrent Investment 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	$1.58M	Buy	31,829 +2,147	+7%	+$107K	0.01%	799
2026 Q1	$1.47M	Buy	29,682 +14,351	+94%	+$713K	0.02%	722
2025 Q4	$760K	Buy	15,331 +6,000	+64%	+$298K	0.01%	955
2025 Q3	$465K	Buy	9,331 +583	+7%	+$29K	0.01%	946
2025 Q2	$435K	Buy	+8,748	New	+$434K	0.01%	903
2024 Q4	–	Sell	-5,315	Closed	-$265K	–	1201
2024 Q3	$265K	Sell	5,315 -5,278	-50%	-$262K	0.01%	830
2024 Q2	$526K	Buy	+10,593	New	+$525K	0.02%	574
2024 Q1	–	Sell	-4,101	Closed	-$203K	–	979
2023 Q4	$203K	Buy	+4,101	New	+$203K	0.01%	768

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

Concurrent Investment Advisors's PULS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 7.2% in Q2 2026, buying an estimated $107K and bringing the position to 31,829 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #799.

Concurrent Investment Advisors first reported a position in PULS in Q4 2023 and has held it in 8 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Concurrent Investment Advisors held 31,829 shares of PGIM Ultra Short Bond ETF worth $1.58M as of Q2 2026.
Concurrent Investment Advisors bought 2,147 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $107K.
PGIM Ultra Short Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #799 holding.
Concurrent Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 8 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.