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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return