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Delta Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Delta Investment Management’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
2025
Q2 		– Sell
-11,118
Closed -$553K – 254
2025
Q1 		$553K Buy
11,118
+3,301
+42% +$164K 0.11% 111
2024
Q4 		$387K Buy
7,817
+3,141
+67% +$156K 0.08% 157
2024
Q3 		$233K Buy
+4,676
New +$232K 0.05% 218

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Delta Investment Management's PULS Position: Q2 2025 in Review

Delta Investment Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 11,118 shares — an estimated $553K sold.

Delta Investment Management first reported a position in PULS in Q3 2024 and held it in 3 quarters. The position peaked at $553K in Q1 2025. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • Delta Investment Management reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Delta Investment Management sold 11,118 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $553K.
  • Delta Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and held it in 3 quarters.
  • Delta Investment Management's PGIM Ultra Short Bond ETF position peaked at $553K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Delta Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.