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Garton & Associates Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-3,132
Closed -$155K – 558
2025
Q4 		$155K Buy
+3,132
New +$156K 0.09% 166

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Garton & Associates Financial Advisors's PULS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 3,132 shares — an estimated $155K sold.

Garton & Associates Financial Advisors first reported a position in PULS in Q4 2025 and held it in 1 quarter. The position peaked at $155K in Q4 2025. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,132 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $155K.
  • Garton & Associates Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's PGIM Ultra Short Bond ETF position peaked at $155K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.