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

EverSource 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 		$1.36M Buy
27,537
+5,222
+23% +$259K 0.05% 292
2026
Q1 		$1.1M Buy
22,315
+10,679
+92% +$530K 0.03% 357
2025
Q4 		$577K Sell
11,636
-7,069
-38% -$351K 0.02% 490
2025
Q3 		$932K Buy
18,705
+5,957
+47% +$296K 0.04% 327
2025
Q2 		$634K Buy
12,748
+398
+3% +$19.7K 0.03% 384
2025
Q1 		$614K Buy
12,350
+7,276
+143% +$361K 0.03% 344
2024
Q4 		$251K Sell
5,074
-12,190
-71% -$605K 0.01% 564
2024
Q3 		$859K Buy
17,264
+9,094
+111% +$451K 0.05% 239
2024
Q2 		$406K Buy
8,170
+875
+12% +$43.4K 0.03% 358
2024
Q1 		$363K Buy
7,295
+582
+9% +$28.8K 0.03% 335
2023
Q4 		$332K Buy
6,713
+12
+0.2% +$593 0.03% 319
2023
Q3 		$332K Sell
6,701
-837
-11% -$41.3K 0.04% 285
2023
Q2 		$372K Sell
7,538
-304
-4% -$15K 0.04% 271
2023
Q1 		$387K Buy
7,842
+320
+4% +$15.8K 0.05% 260
2022
Q4 		$369K Sell
7,522
-3,915
-34% -$192K 0.06% 242
2022
Q3 		$561K Sell
11,437
-2,030
-15% -$99.6K 0.13% 159
2022
Q2 		$661K Sell
13,467
-19,017
-59% -$934K 0.17% 113
2022
Q1 		$1.6M Sell
32,484
-15,808
-33% -$780K 0.41% 50
2021
Q4 		$2.39M Buy
+48,292
New +$2.39M 0.67% 27

Other funds holding PULS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
NG
Navigation Group Redwood City, California $514M AUM

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

EverSource Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 23% in Q2 2026, buying an estimated $259K and bringing the position to 27,537 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #292.

EverSource Wealth Advisors first reported a position in PULS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2021. 232 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • EverSource Wealth Advisors held 27,537 shares of PGIM Ultra Short Bond ETF worth $1.36M as of Q2 2026.
  • EverSource Wealth Advisors bought 5,222 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $259K.
  • PGIM Ultra Short Bond ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • EverSource Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $2.39M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.