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Gladstone Institutional Advisory’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Gladstone Institutional Advisory’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 		$1.44M Sell
29,152
-741
-2% -$36.8K 0.05% 351
2026
Q1 		$1.48M Sell
29,893
-12,762
-30% -$634K 0.05% 307
2025
Q4 		$2.12M Sell
42,655
-1,996
-4% -$99.2K 0.08% 240
2025
Q3 		$2.22M Sell
44,651
-1,234
-3% -$61.3K 0.09% 230
2025
Q2 		$2.28M Buy
45,885
+366
+0.8% +$18.1K 0.09% 220
2025
Q1 		$2.26M Sell
45,519
-2,943
-6% -$146K 0.11% 207
2024
Q4 		$2.4M Buy
48,462
+75
+0.2% +$3.73K 0.11% 196
2024
Q3 		$2.41M Buy
48,387
+548
+1% +$27.2K 0.12% 196
2024
Q2 		$2.38M Sell
47,839
-18,218
-28% -$904K 0.12% 196
2024
Q1 		$3.28M Buy
66,057
+3,924
+6% +$194K 0.18% 150
2023
Q4 		$3.07M Buy
62,133
+7,156
+13% +$354K 0.17% 148
2023
Q3 		$2.72M Buy
54,977
+523
+1% +$25.8K 0.18% 149
2023
Q2 		$2.69M Buy
54,454
+7,585
+16% +$374K 0.16% 158
2023
Q1 		$2.31M Buy
46,869
+20,035
+75% +$987K 0.15% 178
2022
Q4 		$1.32M Buy
26,834
+5,647
+27% +$277K 0.09% 243
2022
Q3 		$1.04M Buy
21,187
+2,933
+16% +$144K 0.08% 262
2022
Q2 		$896K Buy
18,254
+10,056
+123% +$494K 0.07% 293
2022
Q1 		$403K Buy
+8,198
New +$405K 0.03% 475

Other funds holding PULS

CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Gladstone Institutional Advisory's PULS Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its PGIM Ultra Short Bond ETF (PULS) stake by 2.5% in Q2 2026, selling an estimated $36.8K and leaving 29,152 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #351.

Gladstone Institutional Advisory first reported a position in PULS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.28M in Q1 2024. 174 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Gladstone Institutional Advisory held 29,152 shares of PGIM Ultra Short Bond ETF worth $1.44M as of Q2 2026.
  • Gladstone Institutional Advisory sold 741 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $36.8K.
  • PGIM Ultra Short Bond ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #351 holding.
  • Gladstone Institutional Advisory first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's PGIM Ultra Short Bond ETF position peaked at $3.28M in Q1 2024.
  • 174 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.