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

Copia 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
2026 Q2	$9.31K	Hold	188	–	–	0.01%	346
2026 Q1	$9.31K	Hold	188	–	–	0.01%	326
2025 Q4	$9.32K	Hold	188	–	–	0.01%	328
2025 Q3	$9.37K	Hold	188	–	–	0.01%	318
2025 Q2	$9.36K	Hold	188	–	–	0.01%	294
2025 Q1	$9.35K	Hold	188	–	–	0.01%	282
2024 Q4	$9.31K	Buy	+188	New	+$9.34K	0.01%	268

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

Copia Wealth Management's PULS Position: Q2 2026 in Review

Copia Wealth Management held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 188 shares worth $9.31K. The position accounts for 0.01% of the portfolio, ranked #346.

Copia Wealth Management first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.37K in Q3 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Copia Wealth Management held 188 shares of PGIM Ultra Short Bond ETF worth $9.31K as of Q2 2026.
Copia Wealth Management left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #346 holding.
Copia Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's PGIM Ultra Short Bond ETF position peaked at $9.37K in Q3 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.