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

Lineweaver 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 		$236K Buy
+4,767
New +$237K 0.03% 166
2026
Q1 		– Sell
-5,661
Closed -$281K – 185
2025
Q4 		$281K Buy
+5,661
New +$281K 0.04% 159

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Lineweaver Wealth Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 4,767 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in PULS as recently as Q4 2025.

Lineweaver Wealth Advisors first reported a position in PULS in Q4 2025 and has held it in 2 quarters since. The position peaked at $281K in Q4 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Lineweaver Wealth Advisors held 4,767 shares of PGIM Ultra Short Bond ETF worth $236K as of Q2 2026.
  • PGIM Ultra Short Bond ETF was a new Lineweaver Wealth Advisors position in Q2 2026.
  • PGIM Ultra Short Bond ETF made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Lineweaver Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Lineweaver Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $281K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.