Diversify Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Diversify Wealth 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
2026 Q2	$24M	Buy	482,731 +91,051	+23%	+$4.52M	0.4%	45
2026 Q1	$19.5M	Buy	391,680 +174,867	+81%	+$8.69M	0.35%	58
2025 Q4	$10.8M	Buy	216,813 +44,819	+26%	+$2.23M	0.5%	40
2025 Q3	$8.54M	Buy	171,994 +21,135	+14%	+$1.05M	0.49%	43
2025 Q2	$7.5M	Buy	150,859 +20,478	+16%	+$1.02M	0.46%	44
2025 Q1	$6.47M	Buy	130,381 +25,795	+25%	+$1.28M	0.48%	47
2024 Q4	$5.19M	Buy	104,586 +29,844	+40%	+$1.48M	0.4%	62
2024 Q3	$3.72M	Sell	74,742 -13,612	-15%	-$676K	0.36%	73
2024 Q2	$4.38M	Buy	+88,354	New	+$4.38M	0.54%	41

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Diversify Wealth Management's PULS Position: Q2 2026 in Review

Diversify Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 23% in Q2 2026, buying an estimated $4.52M and bringing the position to 482,731 shares worth $24M. The position accounts for 0.4% of the portfolio, ranked #45.

Diversify Wealth Management first reported a position in PULS in Q2 2024 and has held it in 9 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Diversify Wealth Management held 482,731 shares of PGIM Ultra Short Bond ETF worth $24M as of Q2 2026.
Diversify Wealth Management bought 91,051 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $4.52M.
PGIM Ultra Short Bond ETF made up 0.4% of Diversify Wealth Management's portfolio in Q2 2026, its #45 holding.
Diversify Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 9 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.