D.A. Davidson & Co’s PGIM Ultra Short Bond ETF PULS Stock Holding History

D.A. Davidson & Co’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 Q3	$1.74M	Sell	35,263 -1,926	-5%	-$95.5K	0.01%	782
2026 Q2	$1.84M	Sell	37,189 -906	-2%	-$45K	0.01%	764
2026 Q1	$1.89M	Sell	38,095 -1,755	-4%	-$87.2K	0.01%	718
2025 Q4	$1.98M	Buy	39,850 +5,536	+16%	+$275K	0.01%	662
2025 Q3	$1.71M	Buy	34,314 +3,034	+10%	+$151K	0.01%	697
2025 Q2	$1.56M	Sell	31,280 -148,528	-83%	-$7.37M	0.01%	684
2025 Q1	$8.94M	Buy	179,808 +174,360	+3,200%	+$8.66M	0.07%	218
2024 Q4	$270K	Buy	+5,448	New	+$271K	﹤0.01%	1236
2023 Q1	–	Sell	-4,135	Closed	-$203K	–	1400
2022 Q4	$203K	Hold	4,135	–	–	﹤0.01%	1190
2022 Q3	$203K	Hold	4,135	–	–	﹤0.01%	1159
2022 Q2	$203K	Buy	+4,135	New	+$203K	﹤0.01%	1164

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Navigation Group Redwood City, California $501M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

D.A. Davidson & Co's PULS Position: Q3 2026 in Review

D.A. Davidson & Co reduced its PGIM Ultra Short Bond ETF (PULS) stake by 5.2% in Q3 2026, selling an estimated $95.5K and leaving 35,263 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #782.

D.A. Davidson & Co first reported a position in PULS in Q2 2022 and has held it in 11 quarters since. The position peaked at $8.94M in Q1 2025. 200 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

D.A. Davidson & Co held 35,263 shares of PGIM Ultra Short Bond ETF worth $1.74M as of Q3 2026.
D.A. Davidson & Co sold 1,926 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $95.5K.
PGIM Ultra Short Bond ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #782 holding.
D.A. Davidson & Co first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and has held it in 11 quarters since.
D.A. Davidson & Co's PGIM Ultra Short Bond ETF position peaked at $8.94M in Q1 2025.
200 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.