Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Envestnet Portfolio Solutions’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
-28,157
Closed -$1.4M – 1620
2025
Q1 		$1.4M Buy
28,157
+8,006
+40% +$398K 0.01% 701
2024
Q4 		$998K Sell
20,151
-64,797
-76% -$3.22M ﹤0.01% 928
2024
Q3 		$4.23M Sell
84,948
-24,398
-22% -$1.21M 0.01% 432
2024
Q2 		$5.43M Buy
109,346
+100,417
+1,125% +$4.98M 0.02% 354
2024
Q1 		$444K Buy
8,929
+3,975
+80% +$197K ﹤0.01% 1173
2023
Q4 		$245K Sell
4,954
-153,877
-97% -$7.6M ﹤0.01% 1397
2023
Q3 		$7.86M Buy
+158,831
New +$7.84M 0.04% 219

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

Envestnet Portfolio Solutions's PULS Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 28,157 shares — an estimated $1.4M sold.

Envestnet Portfolio Solutions first reported a position in PULS in Q3 2023 and held it in 7 quarters. The position peaked at $7.86M in Q3 2023. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 28,157 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $1.4M.
  • Envestnet Portfolio Solutions first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's PGIM Ultra Short Bond ETF position peaked at $7.86M in Q3 2023.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.