EP Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

EP Wealth Advisors’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	$25.9M	Sell	522,161 -9,588	-2%	-$476K	0.1%	146
2026 Q1	$26.3M	Sell	531,749 -2,181	-0.4%	-$108K	0.13%	113
2025 Q4	$26.5M	Buy	+533,930	New	+$26.5M	0.14%	107
2025 Q2	$20.7M	Buy	415,067 +16,590	+4%	+$823K	0.14%	125
2025 Q1	$19.8M	Buy	398,477 +24,299	+6%	+$1.21M	0.16%	111
2024 Q4	$18.5M	Buy	374,178 +56,607	+18%	+$2.81M	0.15%	109
2024 Q3	$15.8M	Buy	+317,571	New	+$15.8M	0.14%	118

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

EP Wealth Advisors's PULS Position: Q2 2026 in Review

EP Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 1.8% in Q2 2026, selling an estimated $476K and leaving 522,161 shares worth $25.9M. The position accounts for 0.1% of the portfolio, ranked #146.

EP Wealth Advisors first reported a position in PULS in Q3 2024 and has held it in 7 quarters since. The position peaked at $26.5M in Q4 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

EP Wealth Advisors held 522,161 shares of PGIM Ultra Short Bond ETF worth $25.9M as of Q2 2026.
EP Wealth Advisors sold 9,588 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $476K.
PGIM Ultra Short Bond ETF made up 0.1% of EP Wealth Advisors's portfolio in Q2 2026, its #146 holding.
EP Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $26.5M in Q4 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.