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

Flagship 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	–	Sell	-509	Closed	-$25.3K	–	503
2026 Q1	$25.3K	Buy	+509	New	+$25.3K	0.01%	239
2025 Q4	–	Sell	-31	Closed	-$1.54K	–	429
2025 Q3	$1.54K	Sell	31 -478	-94%	-$23.8K	﹤0.01%	396
2025 Q2	$25.3K	Hold	509	–	–	0.01%	253
2025 Q1	$25.3K	Sell	509 -909	-64%	-$45.1K	0.01%	247
2024 Q4	$45K	Buy	+1,418	New	+$70.4K	0.03%	202

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

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

Flagship Wealth Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 509 shares — an estimated $25.3K sold.

Flagship Wealth Advisors first reported a position in PULS in Q4 2024 and held it in 5 quarters. The position peaked at $45K in Q4 2024. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Flagship Wealth Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
Flagship Wealth Advisors sold 509 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $25.3K.
Flagship Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 5 quarters.
Flagship Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $45K in Q4 2024.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.