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Jones Kertz & Associates’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Jones Kertz & Associates’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 		$489K Sell
9,871
-1,011
-9% -$50.2K 0.23% 58
2026
Q1 		$539K Buy
+10,882
New +$541K 0.29% 58

Other funds holding PULS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
NG
Navigation Group Redwood City, California $514M AUM

Jones Kertz & Associates's PULS Position: Q2 2026 in Review

Jones Kertz & Associates reduced its PGIM Ultra Short Bond ETF (PULS) stake by 9.3% in Q2 2026, selling an estimated $50.2K and leaving 9,871 shares worth $489K. The position accounts for 0.23% of the portfolio, ranked #58.

Jones Kertz & Associates first reported a position in PULS in Q1 2026 and has held it in 2 quarters since. The position peaked at $539K in Q1 2026. 276 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Jones Kertz & Associates held 9,871 shares of PGIM Ultra Short Bond ETF worth $489K as of Q2 2026.
  • Jones Kertz & Associates sold 1,011 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $50.2K.
  • PGIM Ultra Short Bond ETF made up 0.23% of Jones Kertz & Associates's portfolio in Q2 2026, its #58 holding.
  • Jones Kertz & Associates first reported a position in PGIM Ultra Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Jones Kertz & Associates's PGIM Ultra Short Bond ETF position peaked at $539K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.