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Curran Financial Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Curran Financial Partners’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 		$8.1M Sell
163,396
-16,743
-9% -$831K 1.21% 23
2026
Q1 		$8.92M Sell
180,139
-42,014
-19% -$2.09M 1.6% 21
2025
Q4 		$11M Sell
222,153
-18,529
-8% -$921K 2.09% 16
2025
Q3 		$12M Sell
240,682
-54,275
-18% -$2.7M 2.37% 13
2025
Q2 		$14.7M Sell
294,957
-4,794
-2% -$238K 3.24% 9
2025
Q1 		$14.9M Buy
299,751
+11,593
+4% +$576K 3.66% 9
2024
Q4 		$14.3M Buy
288,158
+48,068
+20% +$2.39M 3.75% 6
2024
Q3 		$12M Buy
+240,090
New +$11.9M 3.39% 8

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Curran Financial Partners's PULS Position: Q2 2026 in Review

Curran Financial Partners reduced its PGIM Ultra Short Bond ETF (PULS) stake by 9.3% in Q2 2026, selling an estimated $831K and leaving 163,396 shares worth $8.1M. The position accounts for 1.21% of the portfolio, ranked #23.

Curran Financial Partners first reported a position in PULS in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q1 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Curran Financial Partners held 163,396 shares of PGIM Ultra Short Bond ETF worth $8.1M as of Q2 2026.
  • Curran Financial Partners sold 16,743 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $831K.
  • PGIM Ultra Short Bond ETF made up 1.21% of Curran Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Curran Financial Partners first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Curran Financial Partners's PGIM Ultra Short Bond ETF position peaked at $14.9M in Q1 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.