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Congress Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Congress Wealth 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
2025
Q2 		$700K Hold
14,068
– – 0.01% 816
2025
Q1 		$699K Buy
+14,068
New +$699K 0.01% 719

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's PULS Position: Q2 2025 in Review

Congress Wealth Management held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2025 at 14,068 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #816.

Congress Wealth Management first reported a position in PULS in Q1 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • Congress Wealth Management held 14,068 shares of PGIM Ultra Short Bond ETF worth $700K as of Q2 2025.
  • Congress Wealth Management left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2025.
  • PGIM Ultra Short Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #816 holding.
  • Congress Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.