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 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coppell Advisory Solutions's PULS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 14,577 shares — an estimated $723K sold.

Coppell Advisory Solutions first reported a position in PULS in Q2 2023 and held it in 8 quarters. The position peaked at $1.11M in Q2 2025. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Coppell Advisory Solutions reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 14,577 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $723K.
Coppell Advisory Solutions first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's PGIM Ultra Short Bond ETF position peaked at $1.11M in Q2 2025.
447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.