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Great Valley Advisor Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Great Valley Advisor 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
Q2 		$1.76M Sell
35,528
-50,457
-59% -$2.5M 0.03% 430
2026
Q1 		$4.26M Buy
85,985
+32,389
+60% +$1.61M 0.08% 229
2025
Q4 		$2.66M Buy
53,596
+14,756
+38% +$734K 0.05% 291
2025
Q3 		$1.94M Buy
38,840
+3,688
+10% +$183K 0.04% 347
2025
Q2 		$1.75M Sell
35,152
-61
-0.2% -$3.02K 0.04% 340
2025
Q1 		$1.75M Buy
35,213
+3,821
+12% +$190K 0.04% 334
2024
Q4 		$1.56M Buy
31,392
+22,494
+253% +$1.12M 0.03% 357
2024
Q3 		$443K Buy
8,898
+581
+7% +$28.8K 0.01% 591
2024
Q2 		$413K Sell
8,317
-5,974
-42% -$296K 0.01% 572
2024
Q1 		$710K Sell
14,291
-6,268
-30% -$311K 0.02% 424
2023
Q4 		$1.02M Buy
20,559
+5,170
+34% +$255K 0.04% 337
2023
Q3 		$762K Sell
15,389
-140,597
-90% -$6.94M 0.03% 361
2023
Q2 		$7.71M Sell
155,986
-68,775
-31% -$3.39M 0.32% 77
2023
Q1 		$11.1M Sell
224,761
-155,748
-41% -$7.67M 0.52% 52
2022
Q4 		$18.7M Buy
+380,509
New +$18.7M 0.95% 18

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

Great Valley Advisor Group's PULS Position: Q2 2026 in Review

Great Valley Advisor Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 59% in Q2 2026, selling an estimated $2.5M and leaving 35,528 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #430.

Great Valley Advisor Group first reported a position in PULS in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.7M in Q4 2022. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Great Valley Advisor Group held 35,528 shares of PGIM Ultra Short Bond ETF worth $1.76M as of Q2 2026.
  • Great Valley Advisor Group sold 50,457 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.5M.
  • PGIM Ultra Short Bond ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #430 holding.
  • Great Valley Advisor Group first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Great Valley Advisor Group's PGIM Ultra Short Bond ETF position peaked at $18.7M in Q4 2022.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.