Creative Planning’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Creative Planning’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	$3.76M	Buy	75,953 +13,653	+22%	+$678K	﹤0.01%	1623
2026 Q1	$3.08M	Buy	+62,300	New	+$3.09M	﹤0.01%	1557
2025 Q3	–	Sell	-4,066	Closed	-$202K	–	3996
2025 Q2	$202K	Sell	4,066 -3,401	-46%	-$169K	﹤0.01%	3210
2025 Q1	$371K	Buy	7,467 +6,920	+1,265%	+$344K	﹤0.01%	2568
2024 Q4	$27.1K	Sell	547 -3,925	-88%	-$195K	﹤0.01%	3308
2024 Q3	$223K	Buy	+4,472	New	+$222K	﹤0.01%	2749

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

Creative Planning's PULS Position: Q2 2026 in Review

Creative Planning increased its PGIM Ultra Short Bond ETF (PULS) stake by 22% in Q2 2026, buying an estimated $678K and bringing the position to 75,953 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Creative Planning first reported a position in PULS in Q3 2024 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Creative Planning held 75,953 shares of PGIM Ultra Short Bond ETF worth $3.76M as of Q2 2026.
Creative Planning bought 13,653 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $678K.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1623 holding.
Creative Planning first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 6 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.