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

Independent 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
Q2 		$1.07M Sell
21,511
-378
-2% -$18.8K 0.02% 660
2026
Q1 		$1.08M Sell
21,889
-4,341
-17% -$216K 0.02% 602
2025
Q4 		$1.3M Sell
26,230
-6,905
-21% -$343K 0.03% 531
2025
Q3 		$1.65M Buy
33,135
+9,966
+43% +$495K 0.04% 445
2025
Q2 		$1.15M Buy
23,169
+8,902
+62% +$441K 0.03% 505
2025
Q1 		$709K Sell
14,267
-355
-2% -$17.6K 0.02% 582
2024
Q4 		$725K Sell
14,622
-2,746
-16% -$136K 0.02% 573
2024
Q3 		$865K Sell
17,368
-30,516
-64% -$1.51M 0.03% 484
2024
Q2 		$2.38M Buy
47,884
+8,530
+22% +$423K 0.1% 200
2024
Q1 		$1.96M Buy
39,354
+10,616
+37% +$526K 0.09% 227
2023
Q4 		$1.42M Buy
28,738
+23,038
+404% +$1.14M 0.08% 270
2023
Q3 		$282K Buy
+5,700
New +$281K 0.02% 682
2023
Q1 		– Sell
-907,639
Closed -$44.6M – 873
2022
Q4 		$44.6M Buy
907,639
+45,503
+5% +$2.23M 3.83% 3
2022
Q3 		$42.3M Buy
+862,136
New +$42.3M 3.83% 4

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

Independent Financial Group's PULS Position: Q2 2026 in Review

Independent Financial Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 1.7% in Q2 2026, selling an estimated $18.8K and leaving 21,511 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #660.

Independent Financial Group first reported a position in PULS in Q3 2022 and has held it in 14 quarters since. The position peaked at $44.6M in Q4 2022. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Independent Financial Group held 21,511 shares of PGIM Ultra Short Bond ETF worth $1.07M as of Q2 2026.
  • Independent Financial Group sold 378 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $18.8K.
  • PGIM Ultra Short Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #660 holding.
  • Independent Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Independent Financial Group's PGIM Ultra Short Bond ETF position peaked at $44.6M in Q4 2022.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.