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Kestra Private Wealth Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Kestra Private Wealth Services’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 		$875K Buy
17,661
+7,892
+81% +$392K 0.01% 971
2026
Q1 		$484K Buy
+9,769
New +$485K 0.01% 1228
2024
Q1 		– Sell
-4,641
Closed -$229K – 1347
2023
Q4 		$229K Buy
+4,641
New +$229K 0.01% 1056

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

Kestra Private Wealth Services's PULS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its PGIM Ultra Short Bond ETF (PULS) stake by 81% in Q2 2026, buying an estimated $392K and bringing the position to 17,661 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #971.

Kestra Private Wealth Services first reported a position in PULS in Q4 2023 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Kestra Private Wealth Services held 17,661 shares of PGIM Ultra Short Bond ETF worth $875K as of Q2 2026.
  • Kestra Private Wealth Services bought 7,892 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $392K.
  • PGIM Ultra Short Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #971 holding.
  • Kestra Private Wealth Services first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.