GFG
PULS icon

Grantvest Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Grantvest Financial Group’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 		$635K Sell
12,824
-27
-0.2% -$1.34K 0.41% 57
2025
Q4 		$637K Buy
12,851
+7,478
+139% +$372K 0.41% 59
2025
Q3 		$268K Buy
+5,373
New +$267K 0.18% 130

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantvest Financial Group's PULS Position: Q1 2026 in Review

Grantvest Financial Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.21% in Q1 2026, selling an estimated $1.34K and leaving 12,824 shares worth $635K. The position accounts for 0.41% of the portfolio, ranked #57.

Grantvest Financial Group first reported a position in PULS in Q3 2025 and has held it in 3 quarters since. The position peaked at $637K in Q4 2025. 444 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Grantvest Financial Group held 12,824 shares of PGIM Ultra Short Bond ETF worth $635K as of Q1 2026.
  • Grantvest Financial Group sold 27 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $1.34K.
  • PGIM Ultra Short Bond ETF made up 0.41% of Grantvest Financial Group's portfolio in Q1 2026, its #57 holding.
  • Grantvest Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Grantvest Financial Group's PGIM Ultra Short Bond ETF position peaked at $637K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.