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Integrated Wealth Concepts’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Integrated Wealth Concepts’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 		$4.74M Buy
95,645
+50,456
+112% +$2.5M 0.03% 503
2026
Q1 		$2.24M Sell
45,189
-93,563
-67% -$4.65M 0.02% 715
2025
Q4 		$6.88M Buy
138,752
+21,158
+18% +$1.05M 0.08% 225
2025
Q3 		$5.86M Sell
117,594
-47,637
-29% -$2.37M 0.05% 336
2025
Q2 		$8.22M Buy
165,231
+22,914
+16% +$1.14M 0.08% 232
2025
Q1 		$7.08M Buy
142,317
+4,172
+3% +$207K 0.08% 243
2024
Q4 		$6.85M Buy
138,145
+8,941
+7% +$444K 0.08% 234
2024
Q3 		$6.43M Buy
129,204
+12,681
+11% +$630K 0.08% 239
2024
Q2 		$5.79M Buy
116,523
+71,661
+160% +$3.55M 0.08% 234
2024
Q1 		$2.23M Sell
44,862
-5,850
-12% -$290K 0.03% 485
2023
Q4 		$2.5M Buy
50,712
+1,867
+4% +$92.2K 0.04% 403
2023
Q3 		$2.42M Buy
48,845
+10,594
+28% +$523K 0.04% 384
2023
Q2 		$1.89M Buy
+38,251
New +$1.88M 0.03% 482
2022
Q4 		– Sell
-9,253
Closed -$454K – 1066
2022
Q3 		$454K Sell
9,253
-535
-5% -$26.2K 0.01% 617
2022
Q2 		$480K Buy
+9,788
New +$481K 0.01% 612

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

Integrated Wealth Concepts's PULS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PGIM Ultra Short Bond ETF (PULS) stake by 112% in Q2 2026, buying an estimated $2.5M and bringing the position to 95,645 shares worth $4.74M. The position accounts for 0.03% of the portfolio, ranked #503.

Integrated Wealth Concepts first reported a position in PULS in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.22M in Q2 2025. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Integrated Wealth Concepts held 95,645 shares of PGIM Ultra Short Bond ETF worth $4.74M as of Q2 2026.
  • Integrated Wealth Concepts bought 50,456 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.5M.
  • PGIM Ultra Short Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #503 holding.
  • Integrated Wealth Concepts first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's PGIM Ultra Short Bond ETF position peaked at $8.22M in Q2 2025.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.