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

Lloyd 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
-1,629
Closed -$80.6K – 910
2026
Q1 		$80.6K Buy
+1,629
New +$80.9K 0.02% 221
2023
Q4 		– Sell
-212,370
Closed -$10.5M – 288
2023
Q3 		$10.5M Buy
+212,370
New +$10.5M 3.46% 5

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Lloyd Advisory Services sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 1,629 shares — an estimated $80.6K sold.

Lloyd Advisory Services first reported a position in PULS in Q3 2023 and held it in 2 quarters. The position peaked at $10.5M in Q3 2023. 437 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Lloyd Advisory Services reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,629 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $80.6K.
  • Lloyd Advisory Services first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's PGIM Ultra Short Bond ETF position peaked at $10.5M in Q3 2023.
  • 437 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.