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Daymark Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Daymark Wealth 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 		$13.3M Buy
268,438
+16,677
+7% +$828K 0.32% 65
2026
Q1 		$12.5M Sell
251,761
-27,921
-10% -$1.39M 0.39% 53
2025
Q4 		$13.9M Buy
279,682
+131,386
+89% +$6.53M 0.44% 48
2025
Q3 		$7.39M Buy
148,296
+66,275
+81% +$3.29M 0.25% 84
2025
Q2 		$4.08M Buy
82,021
+39,428
+93% +$1.96M 0.16% 118
2025
Q1 		$2.12M Buy
42,593
+7,805
+22% +$388K 0.09% 166
2024
Q4 		$1.72M Buy
34,788
+7,409
+27% +$368K 0.07% 176
2024
Q3 		$1.36M Buy
27,379
+5,450
+25% +$271K 0.06% 204
2024
Q2 		$1.09M Buy
21,929
+3,650
+20% +$181K 0.05% 228
2024
Q1 		$908K Buy
18,279
+5,809
+47% +$288K 0.05% 211
2023
Q4 		$616K Sell
12,470
-600
-5% -$29.6K 0.04% 234
2023
Q3 		$647K Buy
13,070
+505
+4% +$24.9K 0.04% 216
2023
Q2 		$621K Buy
+12,565
New +$619K 0.05% 214

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

Daymark Wealth Partners's PULS Position: Q2 2026 in Review

Daymark Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 6.6% in Q2 2026, buying an estimated $828K and bringing the position to 268,438 shares worth $13.3M. The position accounts for 0.32% of the portfolio, ranked #65.

Daymark Wealth Partners first reported a position in PULS in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.9M in Q4 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Daymark Wealth Partners held 268,438 shares of PGIM Ultra Short Bond ETF worth $13.3M as of Q2 2026.
  • Daymark Wealth Partners bought 16,677 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $828K.
  • PGIM Ultra Short Bond ETF made up 0.32% of Daymark Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Daymark Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $13.9M in Q4 2025.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.