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

Kovack 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	$8.52M	Sell	172,044 -34,145	-17%	-$1.69M	0.41%	45
2026 Q1	$10.2M	Buy	206,189 +18,560	+10%	+$922K	0.54%	29
2025 Q4	$9.3M	Buy	187,629 +179,700	+2,266%	+$8.93M	0.43%	42
2025 Q3	$395K	Buy	7,929 +113	+1%	+$5.62K	0.04%	391
2025 Q2	$389K	Buy	7,816 +3,097	+66%	+$154K	0.04%	395
2025 Q1	$235K	Buy	4,719 +195	+4%	+$9.68K	0.02%	489
2024 Q4	$224K	Buy	4,524 +333	+8%	+$16.5K	0.02%	539
2024 Q3	$209K	Buy	+4,191	New	+$208K	0.02%	535
2023 Q3	–	Sell	-17,170	Closed	-$848K	–	597
2023 Q2	$848K	Sell	17,170 -39,108	-69%	-$1.93M	0.11%	178
2023 Q1	$2.77M	Buy	+56,278	New	+$2.77M	0.38%	53

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

Kovack Advisors's PULS Position: Q2 2026 in Review

Kovack Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 17% in Q2 2026, selling an estimated $1.69M and leaving 172,044 shares worth $8.52M. The position accounts for 0.41% of the portfolio, ranked #45.

Kovack Advisors first reported a position in PULS in Q1 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q1 2026. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Kovack Advisors held 172,044 shares of PGIM Ultra Short Bond ETF worth $8.52M as of Q2 2026.
Kovack Advisors sold 34,145 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.69M.
PGIM Ultra Short Bond ETF made up 0.41% of Kovack Advisors's portfolio in Q2 2026, its #45 holding.
Kovack Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 10 quarters since.
Kovack Advisors's PGIM Ultra Short Bond ETF position peaked at $10.2M in Q1 2026.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.