Fortitude Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Fortitude Advisory Group’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 Q1	$3.71M	Sell	74,881 -2,663	-3%	-$132K	1.67%	8
2025 Q4	$3.85M	Buy	77,544 +2,507	+3%	+$125K	1.63%	10
2025 Q3	$3.74M	Sell	75,037 -6,907	-8%	-$343K	2.01%	7
2025 Q2	$4.08M	Sell	81,944 -3,615	-4%	-$179K	2.33%	6
2025 Q1	$4.23M	Buy	85,559 +7,897	+10%	+$392K	3.04%	6
2024 Q4	$3.85M	Buy	77,662 +45,893	+144%	+$2.28M	2.32%	7
2024 Q3	$1.58M	Sell	31,769 -6,828	-18%	-$339K	1%	17
2024 Q2	$1.92M	Buy	38,597 +17,726	+85%	+$879K	1.15%	13
2024 Q1	$1.04M	Buy	+20,871	New	+$1.03M	0.59%	23

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Fortitude Advisory Group's PULS Position: Q1 2026 in Review

Fortitude Advisory Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.4% in Q1 2026, selling an estimated $132K and leaving 74,881 shares worth $3.71M. The position accounts for 1.67% of the portfolio, ranked #8.

Fortitude Advisory Group first reported a position in PULS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.23M in Q1 2025. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Fortitude Advisory Group held 74,881 shares of PGIM Ultra Short Bond ETF worth $3.71M as of Q1 2026.
Fortitude Advisory Group sold 2,663 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $132K.
PGIM Ultra Short Bond ETF made up 1.67% of Fortitude Advisory Group's portfolio in Q1 2026, its #8 holding.
Fortitude Advisory Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 9 quarters since.
Fortitude Advisory Group's PGIM Ultra Short Bond ETF position peaked at $4.23M in Q1 2025.
443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.