Kingswood Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Kingswood Wealth Advisors’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	$2.73M	Sell	55,163 -9,766	-15%	-$485K	0.11%	206
2026 Q1	$3.21M	Sell	64,929 -7,406	-10%	-$368K	0.15%	155
2025 Q4	$3.59M	Sell	72,335 -2,019	-3%	-$100K	0.17%	135
2025 Q3	$3.71M	Buy	74,354 +6,355	+9%	+$316K	0.22%	111
2025 Q2	$3.38M	Sell	67,999 -9,388	-12%	-$466K	0.27%	85
2025 Q1	$3.85M	Sell	77,387 -2,951	-4%	-$147K	0.35%	61
2024 Q4	$3.98M	Buy	80,338 +75,843	+1,687%	+$3.77M	0.3%	66
2024 Q3	$224K	Sell	4,495 -613	-12%	-$30.4K	0.02%	644
2024 Q2	$254K	Buy	+5,108	New	+$253K	0.02%	576
2023 Q4	–	Sell	-9,983	Closed	-$494K	–	665
2023 Q3	$494K	Buy	+9,983	New	+$493K	0.08%	247

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

Kingswood Wealth Advisors's PULS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 15% in Q2 2026, selling an estimated $485K and leaving 55,163 shares worth $2.73M. The position accounts for 0.11% of the portfolio, ranked #206.

Kingswood Wealth Advisors first reported a position in PULS in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.98M in Q4 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Kingswood Wealth Advisors held 55,163 shares of PGIM Ultra Short Bond ETF worth $2.73M as of Q2 2026.
Kingswood Wealth Advisors sold 9,766 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $485K.
PGIM Ultra Short Bond ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Kingswood Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $3.98M in Q4 2024.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.