Foundations Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Foundations Investment 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	$470K	Buy	+9,476	New	+$470K	﹤0.01%	806
2025 Q1	–	Sell	-6,488	Closed	-$321K	–	916
2024 Q4	$321K	Buy	+6,488	New	+$322K	0.01%	644
2021 Q3	–	Sell	-6,687	Closed	-$332K	–	330
2021 Q2	$332K	Buy	+6,687	New	+$333K	0.02%	219

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

Foundations Investment Advisors's PULS Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 9,476 shares worth $470K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in PULS as recently as Q4 2024.

Foundations Investment Advisors first reported a position in PULS in Q2 2021 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Foundations Investment Advisors held 9,476 shares of PGIM Ultra Short Bond ETF worth $470K as of Q2 2026.
PGIM Ultra Short Bond ETF was a new Foundations Investment Advisors position in Q2 2026.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #806 holding.
Foundations Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 3 quarters since.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.