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Golden State Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Golden State Wealth Management’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 		$215K Sell
4,330
-2,217
-34% -$110K 0.02% 406
2026
Q1 		$324K Sell
6,547
-8,036
-55% -$399K 0.04% 316
2025
Q4 		$723K Sell
14,583
-2,427
-14% -$121K 0.08% 199
2025
Q3 		$848K Sell
17,010
-7,721
-31% -$384K 0.09% 169
2025
Q2 		$1.23M Buy
24,731
+17,052
+222% +$846K 0.15% 119
2025
Q1 		$382K Buy
7,679
+6,251
+438% +$310K 0.06% 248
2024
Q4 		$70.8K Buy
+1,428
New +$70.9K 0.01% 505
2020
Q4 		– Sell
-2,181
Closed -$109K – 375
2020
Q3 		$109K Buy
+2,181
New +$109K 0.04% 246
2020
Q2 		– Sell
-2,177
Closed -$106K – 753
2020
Q1 		$106K Buy
+2,177
New +$108K 0.05% 242
2019
Q4 		– Sell
-2,531
Closed -$127K – 707
2019
Q3 		$127K Buy
2,531
+1,304
+106% +$65.3K 0.04% 279
2019
Q2 		$61K Buy
1,227
+402
+49% +$20.1K 0.02% 409
2019
Q1 		$41K Buy
+825
New +$41.3K 0.01% 499

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

Golden State Wealth Management's PULS Position: Q2 2026 in Review

Golden State Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 34% in Q2 2026, selling an estimated $110K and leaving 4,330 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #406.

Golden State Wealth Management first reported a position in PULS in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.23M in Q2 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Golden State Wealth Management held 4,330 shares of PGIM Ultra Short Bond ETF worth $215K as of Q2 2026.
  • Golden State Wealth Management sold 2,217 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $110K.
  • PGIM Ultra Short Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Golden State Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • Golden State Wealth Management's PGIM Ultra Short Bond ETF position peaked at $1.23M in Q2 2025.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.