Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-16,012
Closed -$798K – 1110
2025
Q3 		$798K Sell
16,012
-178,690
-92% -$8.88M ﹤0.01% 892
2025
Q2 		$9.69M Buy
194,702
+177,341
+1,021% +$8.79M 0.04% 316
2025
Q1 		$863K Buy
17,361
+1
+0% +$50 ﹤0.01% 777
2024
Q4 		$860K Buy
+17,360
New +$862K ﹤0.01% 748

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's PULS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 16,012 shares — an estimated $798K sold.

Kovitz Investment Group Partners first reported a position in PULS in Q4 2024 and held it in 4 quarters. The position peaked at $9.69M in Q2 2025. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 16,012 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $798K.
  • Kovitz Investment Group Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's PGIM Ultra Short Bond ETF position peaked at $9.69M in Q2 2025.
  • 415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.