EFS
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Essex Financial Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Essex Financial Services’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 		$847K Buy
17,095
+15
+0.1% +$744 0.04% 359
2026
Q1 		$845K Buy
17,080
+124
+0.7% +$6.16K 0.05% 321
2025
Q4 		$841K Buy
16,956
+9,633
+132% +$479K 0.05% 327
2025
Q3 		$365K Buy
7,323
+1,324
+22% +$65.8K 0.02% 519
2025
Q2 		$299K Buy
5,999
+15
+0.3% +$744 0.02% 550
2025
Q1 		$298K Buy
5,984
+27
+0.5% +$1.34K 0.02% 499
2024
Q4 		$295K Sell
5,957
-1,678
-22% -$83.3K 0.02% 495
2024
Q3 		$380K Buy
7,635
+39
+0.5% +$1.94K 0.03% 435
2024
Q2 		$376K Sell
7,596
-1,575
-17% -$78.1K 0.03% 434
2024
Q1 		$456K Sell
9,171
-130
-1% -$6.44K 0.04% 342
2023
Q4 		$459K Sell
9,301
-125
-1% -$6.18K 0.05% 322
2023
Q3 		$466K Sell
9,426
-111
-1% -$5.48K 0.05% 293
2023
Q2 		$471K Buy
9,537
+355
+4% +$17.5K 0.05% 293
2023
Q1 		$453K Buy
9,182
+565
+7% +$27.8K 0.05% 309
2022
Q4 		$423K Buy
8,617
+455
+6% +$22.3K 0.04% 306
2022
Q3 		$401K Buy
+8,162
New +$400K 0.05% 291
2021
Q1 		– Sell
-4,494
Closed -$224K – 365
2020
Q4 		$224K Sell
4,494
-726
-14% -$36.2K 0.04% 293
2020
Q3 		$261K Buy
+5,220
New +$260K 0.06% 232

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Essex Financial Services's PULS Position: Q2 2026 in Review

Essex Financial Services increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.09% in Q2 2026, buying an estimated $744 and bringing the position to 17,095 shares worth $847K. The position accounts for 0.04% of the portfolio, ranked #359.

Essex Financial Services first reported a position in PULS in Q3 2020 and has held it in 18 quarters since. 371 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Essex Financial Services held 17,095 shares of PGIM Ultra Short Bond ETF worth $847K as of Q2 2026.
  • Essex Financial Services bought 15 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $744.
  • PGIM Ultra Short Bond ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #359 holding.
  • Essex Financial Services first reported a position in PGIM Ultra Short Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • 371 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.