Crewe Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Crewe Advisors’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	$42M	Buy	847,303 +171,969	+25%	+$8.53M	3.04%	9
2026 Q1	$33.4M	Sell	675,334 -85,562	-11%	-$4.25M	2.85%	10
2025 Q4	$37.7M	Sell	760,896 -178,588	-19%	-$8.88M	3.34%	9
2025 Q3	$46.8M	Buy	939,484 +363,497	+63%	+$18.1M	4.47%	4
2025 Q2	$28.7M	Buy	575,987 +6,318	+1%	+$313K	4.05%	8
2025 Q1	$28.3M	Buy	569,669 +179,983	+46%	+$8.94M	3.98%	8
2024 Q4	$19.3M	Buy	389,686 +320,060	+460%	+$15.9M	2.66%	11
2024 Q3	$3.47M	Buy	69,626 +69,425	+34,540%	+$3.45M	0.4%	31
2024 Q2	$9.99K	Buy	+201	New	+$9.97K	﹤0.01%	693

Other funds holding PULS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Navigation Group Redwood City, California $514M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Crewe Advisors's PULS Position: Q2 2026 in Review

Crewe Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 25% in Q2 2026, buying an estimated $8.53M and bringing the position to 847,303 shares worth $42M. The position accounts for 3.04% of the portfolio, ranked #9.

Crewe Advisors first reported a position in PULS in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.8M in Q3 2025. 276 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Crewe Advisors held 847,303 shares of PGIM Ultra Short Bond ETF worth $42M as of Q2 2026.
Crewe Advisors bought 171,969 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $8.53M.
PGIM Ultra Short Bond ETF made up 3.04% of Crewe Advisors's portfolio in Q2 2026, its #9 holding.
Crewe Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 9 quarters since.
Crewe Advisors's PGIM Ultra Short Bond ETF position peaked at $46.8M in Q3 2025.
276 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.