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Genesis Private Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Genesis Private Wealth’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 		$2.67M Buy
53,817
+2,162
+4% +$107K 0.75% 36
2026
Q1 		$2.56M Buy
51,655
+82
+0.2% +$4.07K 0.8% 35
2025
Q4 		$2.56M Buy
51,573
+4,508
+10% +$224K 0.79% 38
2025
Q3 		$2.35M Buy
47,065
+1,136
+2% +$56.5K 0.99% 30
2025
Q2 		$2.29M Buy
45,929
+540
+1% +$26.8K 1.08% 28
2025
Q1 		$2.26M Buy
45,389
+1,898
+4% +$94.3K 1.2% 26
2024
Q4 		$2.15M Buy
+43,491
New +$2.16M 1.19% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Genesis Private Wealth's PULS Position: Q2 2026 in Review

Genesis Private Wealth increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.2% in Q2 2026, buying an estimated $107K and bringing the position to 53,817 shares worth $2.67M. The position accounts for 0.75% of the portfolio, ranked #36.

Genesis Private Wealth first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Genesis Private Wealth held 53,817 shares of PGIM Ultra Short Bond ETF worth $2.67M as of Q2 2026.
  • Genesis Private Wealth bought 2,162 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $107K.
  • PGIM Ultra Short Bond ETF made up 0.75% of Genesis Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Genesis Private Wealth first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.