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

Financial Consulate’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	$21.2M	Buy	427,177 +31,366	+8%	+$1.56M	2.36%	13
2026 Q1	$19.6M	Buy	395,811 +166,101	+72%	+$8.25M	2.44%	13
2025 Q4	$11.4M	Sell	229,710 -20,708	-8%	-$1.03M	1.56%	15
2025 Q3	$12.5M	Buy	250,418 +131,386	+110%	+$6.53M	1.76%	13
2025 Q2	$5.92M	Buy	119,032 +1,608	+1%	+$79.7K	1.17%	14
2025 Q1	$5.84M	Sell	117,424 -230	-0.2%	-$11.4K	1.47%	13
2024 Q4	$5.83M	Buy	+117,654	New	+$5.84M	1.55%	12

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Financial Consulate's PULS Position: Q2 2026 in Review

Financial Consulate increased its PGIM Ultra Short Bond ETF (PULS) stake by 7.9% in Q2 2026, buying an estimated $1.56M and bringing the position to 427,177 shares worth $21.2M. The position accounts for 2.36% of the portfolio, ranked #13.

Financial Consulate first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Financial Consulate held 427,177 shares of PGIM Ultra Short Bond ETF worth $21.2M as of Q2 2026.
Financial Consulate bought 31,366 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.56M.
PGIM Ultra Short Bond ETF made up 2.36% of Financial Consulate's portfolio in Q2 2026, its #13 holding.
Financial Consulate first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.