KPP Advisory Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

KPP Advisory Services’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	–	Sell	-5,350	Closed	-$265K	–	376
2026 Q1	$265K	Buy	5,350 +500	+10%	+$24.8K	0.04%	296
2025 Q4	$241K	Buy	4,850 +683	+16%	+$34K	0.03%	299
2025 Q3	$208K	Buy	4,167 +122	+3%	+$6.07K	0.03%	320
2025 Q2	$201K	Buy	+4,045	New	+$201K	0.03%	299

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

KPP Advisory Services's PULS Position: Q2 2026 in Review

KPP Advisory Services sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 5,350 shares — an estimated $265K sold.

KPP Advisory Services first reported a position in PULS in Q2 2025 and held it in 4 quarters. The position peaked at $265K in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

KPP Advisory Services reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
KPP Advisory Services sold 5,350 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $265K.
KPP Advisory Services first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and held it in 4 quarters.
KPP Advisory Services's PGIM Ultra Short Bond ETF position peaked at $265K in Q1 2026.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.