Insight Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Insight Wealth Partners’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	$940K	Sell	18,974 -658	-3%	-$32.7K	0.13%	61
2026 Q1	$972K	Hold	19,632	–	–	0.14%	54
2025 Q4	$974K	Sell	19,632 -391	-2%	-$19.4K	0.13%	53
2025 Q3	$998K	Sell	20,023 -471	-2%	-$23.4K	0.3%	46
2025 Q2	$1.02M	Buy	20,494 +830	+4%	+$41.2K	0.4%	41
2025 Q1	$978K	Buy	19,664 +8,049	+69%	+$400K	0.16%	43
2024 Q4	$576K	Sell	11,615 -243	-2%	-$12.1K	0.08%	62
2024 Q3	$590K	Hold	11,858	–	–	0.12%	64
2024 Q2	$589K	Sell	11,858 -3,356	-22%	-$166K	0.1%	59
2024 Q1	$756K	Sell	15,214 -4,555	-23%	-$226K	0.13%	45
2023 Q4	$976K	Sell	19,769 -12,788	-39%	-$632K	0.17%	34
2023 Q3	$1.61M	Sell	32,557 -7,123	-18%	-$352K	0.31%	22
2023 Q2	$1.96M	Buy	+39,680	New	+$1.95M	0.45%	19

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

Insight Wealth Partners's PULS Position: Q2 2026 in Review

Insight Wealth Partners reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.4% in Q2 2026, selling an estimated $32.7K and leaving 18,974 shares worth $940K. The position accounts for 0.13% of the portfolio, ranked #61.

Insight Wealth Partners first reported a position in PULS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.96M in Q2 2023. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Insight Wealth Partners held 18,974 shares of PGIM Ultra Short Bond ETF worth $940K as of Q2 2026.
Insight Wealth Partners sold 658 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $32.7K.
PGIM Ultra Short Bond ETF made up 0.13% of Insight Wealth Partners's portfolio in Q2 2026, its #61 holding.
Insight Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 13 quarters since.
Insight Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $1.96M in Q2 2023.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.