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

Founders Financial Alliance’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	$291K	Sell	5,879 -188,121	-97%	-$9.34M	0.04%	346
2026 Q1	$9.6M	Buy	194,000 +8,868	+5%	+$441K	1.73%	5
2025 Q4	$9.18M	Buy	185,132 +7,162	+4%	+$356K	1.73%	7
2025 Q3	$8.87M	Buy	177,970 +2,348	+1%	+$117K	1.67%	7
2025 Q2	$8.74M	Buy	175,622 +6,240	+4%	+$309K	1.99%	5
2025 Q1	$8.42M	Buy	169,382 +14,837	+10%	+$737K	2.04%	4
2024 Q4	$7.66M	Sell	154,545 -2,762	-2%	-$137K	2.11%	5
2024 Q3	$7.83M	Buy	157,307 +12,672	+9%	+$629K	2.18%	4
2024 Q2	$7.19M	Buy	144,635 +4,514	+3%	+$224K	2.13%	5
2024 Q1	$6.96M	Buy	+140,121	New	+$6.94M	2.09%	5

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

Founders Financial Alliance's PULS Position: Q2 2026 in Review

Founders Financial Alliance reduced its PGIM Ultra Short Bond ETF (PULS) stake by 97% in Q2 2026, selling an estimated $9.34M and leaving 5,879 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #346.

Founders Financial Alliance first reported a position in PULS in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.6M in Q1 2026. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Founders Financial Alliance held 5,879 shares of PGIM Ultra Short Bond ETF worth $291K as of Q2 2026.
Founders Financial Alliance sold 188,121 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $9.34M.
PGIM Ultra Short Bond ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #346 holding.
Founders Financial Alliance first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's PGIM Ultra Short Bond ETF position peaked at $9.6M in Q1 2026.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.