Financial Advocates Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-29,581	Closed	-$1.47M	–	454
2025 Q2	$1.47M	Buy	29,581 +3,360	+13%	+$167K	0.12%	165
2025 Q1	$1.3M	Buy	26,221 +2,166	+9%	+$108K	0.09%	227
2024 Q4	$1.19M	Sell	24,055 -5,215	-18%	-$259K	0.07%	261
2024 Q3	$1.46M	Buy	29,270 +3,896	+15%	+$193K	0.08%	229
2024 Q2	$1.26M	Sell	25,374 -19,665	-44%	-$976K	0.08%	239
2024 Q1	$2.24M	Buy	45,039 +108	+0.2%	+$5.35K	0.13%	172
2023 Q4	$2.22M	Buy	44,931 +13,621	+44%	+$673K	0.15%	160
2023 Q3	$1.55M	Buy	31,310 +1,664	+6%	+$82.1K	0.11%	199
2023 Q2	$1.46M	Buy	29,646 +2,342	+9%	+$115K	0.1%	202
2023 Q1	$1.35M	Sell	27,304 -837	-3%	-$41.2K	0.1%	228
2022 Q4	$1.38M	Buy	+28,141	New	+$1.38M	0.1%	227

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's PULS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 29,581 shares — an estimated $1.47M sold.

Financial Advocates Investment Management first reported a position in PULS in Q4 2022 and held it in 11 quarters. The position peaked at $2.24M in Q1 2024. 392 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

Financial Advocates Investment Management reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 29,581 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $1.47M.
Financial Advocates Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 11 quarters.
Financial Advocates Investment Management's PGIM Ultra Short Bond ETF position peaked at $2.24M in Q1 2024.
392 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.