Coppell Advisory Solutions’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-14,577	Closed	-$723K	–	263
2025 Q4	$723K	Buy	14,577 +9,880	+210%	+$491K	0.07%	208
2025 Q3	$234K	Sell	4,697 -17,610	-79%	-$875K	0.02%	363
2025 Q2	$1.11M	Buy	+22,307	New	+$1.11M	0.13%	159
2025 Q1	–	Sell	-230	Closed	-$11.4K	–	1477
2024 Q4	$11.4K	Buy	230 +20	+10%	+$993	﹤0.01%	1070
2024 Q3	$10.5K	Buy	210 +3	+1%	+$149	﹤0.01%	1068
2024 Q2	$10.3K	Buy	+207	New	+$10.3K	﹤0.01%	994
2023 Q4	$5.43K	Buy	+110	New	+$5.43K	﹤0.01%	1086
2023 Q3	–	Sell	-25	Closed	-$1.24K	–	1467
2023 Q2	$1.24K	Buy	+25	New	+$1.23K	﹤0.01%	1097

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return