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Everhart Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Everhart Financial Group’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 		$529K Sell
10,667
-2,165
-17% -$107K 0.03% 272
2026
Q1 		$635K Buy
12,832
+20
+0.2% +$993 0.05% 234
2025
Q4 		$635K Sell
12,812
-55
-0.4% -$2.73K 0.06% 229
2025
Q3 		$641K Buy
+12,867
New +$640K 0.06% 216

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

Everhart Financial Group's PULS Position: Q2 2026 in Review

Everhart Financial Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 17% in Q2 2026, selling an estimated $107K and leaving 10,667 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #272.

Everhart Financial Group first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $641K in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Everhart Financial Group held 10,667 shares of PGIM Ultra Short Bond ETF worth $529K as of Q2 2026.
  • Everhart Financial Group sold 2,165 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $107K.
  • PGIM Ultra Short Bond ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #272 holding.
  • Everhart Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's PGIM Ultra Short Bond ETF position peaked at $641K in Q3 2025.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.