Legacy Capital Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Legacy Capital Wealth 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
2026 Q2	$402K	Hold	8,110	–	–	0.08%	241
2026 Q1	$401K	Hold	8,110	–	–	0.08%	244
2025 Q4	$402K	Hold	8,110	–	–	0.09%	239
2025 Q3	$404K	Sell	8,110 -73	-0.9%	-$3.63K	0.09%	247
2025 Q2	$407K	Sell	8,183 -26	-0.3%	-$1.29K	0.09%	242
2025 Q1	$408K	Buy	8,209 +99	+1%	+$4.92K	0.1%	224
2024 Q4	$402K	Sell	8,110 -172	-2%	-$8.54K	0.1%	218
2024 Q3	$412K	Buy	8,282 +172	+2%	+$8.54K	0.08%	229
2024 Q2	$403K	Buy	+8,110	New	+$402K	0.1%	198
2024 Q1	–	Sell	-8,110	Closed	-$401K	–	281
2023 Q4	$401K	Hold	8,110	–	–	0.11%	177
2023 Q3	$401K	Buy	+8,110	New	+$400K	0.11%	170
2023 Q2	–	Sell	-8,110	Closed	-$400K	–	184
2023 Q1	$400K	Buy	+8,110	New	+$400K	0.11%	163

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

Legacy Capital Wealth Partners's PULS Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 8,110 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #241.

Legacy Capital Wealth Partners first reported a position in PULS in Q1 2023 and has held it in 12 quarters since. The position peaked at $412K in Q3 2024. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Legacy Capital Wealth Partners held 8,110 shares of PGIM Ultra Short Bond ETF worth $402K as of Q2 2026.
Legacy Capital Wealth Partners left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #241 holding.
Legacy Capital Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $412K in Q3 2024.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.