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Kingsview Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Kingsview Wealth Management’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 		$11.5M Sell
232,306
-66,547
-22% -$3.3M 0.14% 123
2026
Q1 		$14.8M Buy
298,853
+163,763
+121% +$8.13M 0.2% 99
2025
Q4 		$6.7M Sell
135,090
-32,520
-19% -$1.62M 0.1% 215
2025
Q3 		$8.35M Buy
167,610
+14,913
+10% +$741K 0.13% 166
2025
Q2 		$7.6M Buy
152,697
+63,895
+72% +$3.17M 0.13% 170
2025
Q1 		$4.42M Buy
88,802
+29,120
+49% +$1.45M 0.08% 235
2024
Q4 		$2.96M Buy
59,682
+44,049
+282% +$2.19M 0.06% 301
2024
Q3 		$778K Sell
15,633
-51,112
-77% -$2.54M 0.02% 595
2024
Q2 		$3.32M Buy
66,745
+41,412
+163% +$2.05M 0.08% 234
2024
Q1 		$1.26M Buy
+25,333
New +$1.26M 0.03% 444
2022
Q4 		– Sell
-29,784
Closed -$1.46M – 890
2022
Q3 		$1.46M Buy
+29,784
New +$1.46M 0.07% 267
2022
Q1 		– Sell
-23,262
Closed -$1.15M – 983
2021
Q4 		$1.15M Sell
23,262
-1,001
-4% -$49.6K 0.05% 351
2021
Q3 		$1.21M Sell
24,263
-10,054
-29% -$500K 0.06% 323
2021
Q2 		$1.71M Buy
34,317
+1,700
+5% +$84.6K 0.08% 257
2021
Q1 		$1.63M Buy
+32,617
New +$1.63M 0.09% 229

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

Kingsview Wealth Management's PULS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 22% in Q2 2026, selling an estimated $3.3M and leaving 232,306 shares worth $11.5M. The position accounts for 0.14% of the portfolio, ranked #123.

Kingsview Wealth Management first reported a position in PULS in Q1 2021 and has held it in 15 quarters since. The position peaked at $14.8M in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Kingsview Wealth Management held 232,306 shares of PGIM Ultra Short Bond ETF worth $11.5M as of Q2 2026.
  • Kingsview Wealth Management sold 66,547 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.3M.
  • PGIM Ultra Short Bond ETF made up 0.14% of Kingsview Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Kingsview Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • Kingsview Wealth Management's PGIM Ultra Short Bond ETF position peaked at $14.8M in Q1 2026.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.