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Evergreen Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Evergreen Wealth Partners’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 		$2.1M Sell
42,363
-1,187
-3% -$58.9K 1.26% 21
2026
Q1 		$2.16M Sell
43,550
-25,201
-37% -$1.25M 1.65% 12
2025
Q4 		$3.41M Buy
+68,751
New +$3.42M 2.87% 6

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evergreen Wealth Partners's PULS Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its PGIM Ultra Short Bond ETF (PULS) stake by 2.7% in Q2 2026, selling an estimated $58.9K and leaving 42,363 shares worth $2.1M. The position accounts for 1.26% of the portfolio, ranked #21.

Evergreen Wealth Partners first reported a position in PULS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.41M in Q4 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Evergreen Wealth Partners held 42,363 shares of PGIM Ultra Short Bond ETF worth $2.1M as of Q2 2026.
  • Evergreen Wealth Partners sold 1,187 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $58.9K.
  • PGIM Ultra Short Bond ETF made up 1.26% of Evergreen Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Evergreen Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $3.41M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.