Innovative Wealth Building’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Innovative Wealth Building’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	$8.05M	Buy	162,456 +12,414	+8%	+$616K	4.68%	3
2026 Q1	$7.43M	Buy	150,042 +5,650	+4%	+$281K	5.22%	3
2025 Q4	$7.16M	Buy	144,392 +2,928	+2%	+$146K	5.22%	3
2025 Q3	$7.05M	Buy	141,464 +14,529	+11%	+$722K	5.49%	2
2025 Q2	$6.32M	Buy	126,935 +70,359	+124%	+$3.49M	5.24%	4
2025 Q1	$2.81M	Buy	56,576 +21,760	+63%	+$1.08M	2.59%	12
2024 Q4	$1.73M	Buy	+34,816	New	+$1.73M	1.56%	15

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Innovative Wealth Building's PULS Position: Q2 2026 in Review

Innovative Wealth Building increased its PGIM Ultra Short Bond ETF (PULS) stake by 8.3% in Q2 2026, buying an estimated $616K and bringing the position to 162,456 shares worth $8.05M. The position accounts for 4.68% of the portfolio, ranked #3.

Innovative Wealth Building first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Innovative Wealth Building held 162,456 shares of PGIM Ultra Short Bond ETF worth $8.05M as of Q2 2026.
Innovative Wealth Building bought 12,414 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $616K.
PGIM Ultra Short Bond ETF made up 4.68% of Innovative Wealth Building's portfolio in Q2 2026, its #3 holding.
Innovative Wealth Building first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.