Focused Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Focused Wealth 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
2026 Q2	$466K	Buy	9,405 +98	+1%	+$4.86K	0.04%	144
2026 Q1	$461K	Buy	9,307 +108	+1%	+$5.37K	0.05%	123
2025 Q4	$456K	Buy	9,199 +106	+1%	+$5.27K	0.05%	114
2025 Q3	$453K	Sell	9,093 -1,892	-17%	-$94.1K	0.05%	114
2025 Q2	$547K	Buy	10,985 +131	+1%	+$6.5K	0.07%	91
2025 Q1	$540K	Buy	10,854 +137	+1%	+$6.8K	0.07%	87
2024 Q4	$531K	Buy	10,717 +139	+1%	+$6.9K	0.07%	85
2024 Q3	$527K	Buy	10,578 +150	+1%	+$7.45K	0.07%	101
2024 Q2	$518K	Buy	10,428 +147	+1%	+$7.29K	0.07%	90
2024 Q1	$511K	Buy	10,281 +150	+1%	+$7.43K	0.08%	86
2023 Q4	$500K	Buy	10,131 +143	+1%	+$7.07K	0.08%	76
2023 Q3	$494K	Hold	9,988	–	–	0.09%	75
2023 Q2	$494K	Hold	9,988	–	–	0.09%	79
2023 Q1	$492K	Hold	9,988	–	–	0.1%	76
2022 Q4	$490K	Hold	9,988	–	–	0.1%	80
2022 Q3	$490K	Hold	9,988	–	–	0.1%	78
2022 Q2	$490K	Hold	9,988	–	–	0.09%	83
2022 Q1	$492K	Hold	9,988	–	–	0.08%	91
2021 Q4	$494K	Hold	9,988	–	–	0.08%	99
2021 Q3	$496K	Hold	9,988	–	–	0.08%	97
2021 Q2	$497K	Hold	9,988	–	–	0.08%	97
2021 Q1	$498K	Hold	9,988	–	–	0.09%	96
2020 Q4	$498K	Hold	9,988	–	–	0.1%	91
2020 Q3	$499K	Hold	9,988	–	–	0.11%	80
2020 Q2	$497K	Hold	9,988	–	–	0.12%	80
2020 Q1	$486K	Hold	9,988	–	–	0.14%	75
2019 Q4	$500K	Buy	+9,988	New	+$500K	0.12%	84

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

Focused Wealth Management's PULS Position: Q2 2026 in Review

Focused Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 1.1% in Q2 2026, buying an estimated $4.86K and bringing the position to 9,405 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #144.

Focused Wealth Management first reported a position in PULS in Q4 2019 and has held it in 27 quarters since. The position peaked at $547K in Q2 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Focused Wealth Management held 9,405 shares of PGIM Ultra Short Bond ETF worth $466K as of Q2 2026.
Focused Wealth Management bought 98 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $4.86K.
PGIM Ultra Short Bond ETF made up 0.04% of Focused Wealth Management's portfolio in Q2 2026, its #144 holding.
Focused Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2019 and has held it in 27 quarters since.
Focused Wealth Management's PGIM Ultra Short Bond ETF position peaked at $547K in Q2 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.