Keystone Financial Group (Kentucky)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Keystone Financial Group (Kentucky)’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	$602K	Buy	12,155 +4,954	+69%	+$246K	0.04%	297
2026 Q1	$356K	Buy	7,201 +1,582	+28%	+$78.6K	0.02%	358
2025 Q4	$279K	Buy	5,619 +351	+7%	+$17.5K	0.02%	368
2025 Q3	$263K	Sell	5,268 -441	-8%	-$21.9K	0.02%	350
2025 Q2	$284K	Sell	5,709 -1,351	-19%	-$67K	0.03%	332
2025 Q1	$351K	Sell	7,060 -216	-3%	-$10.7K	0.04%	263
2024 Q4	$361K	Sell	7,276 -3,544	-33%	-$176K	0.04%	266
2024 Q3	$539K	Buy	+10,820	New	+$537K	0.07%	181
2024 Q2	–	Sell	-10,617	Closed	-$528K	–	261
2024 Q1	$528K	Buy	+10,617	New	+$526K	0.08%	166

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

Keystone Financial Group (Kentucky)'s PULS Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its PGIM Ultra Short Bond ETF (PULS) stake by 69% in Q2 2026, buying an estimated $246K and bringing the position to 12,155 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #297.

Keystone Financial Group (Kentucky) first reported a position in PULS in Q1 2024 and has held it in 9 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Keystone Financial Group (Kentucky) held 12,155 shares of PGIM Ultra Short Bond ETF worth $602K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 4,954 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $246K.
PGIM Ultra Short Bond ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #297 holding.
Keystone Financial Group (Kentucky) first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 9 quarters since.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.