Marshall Financial Group (Maryland)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Marshall Financial Group (Maryland)’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	$3.64M	Sell	73,381 -3,335	-4%	-$166K	0.53%	35
2026 Q1	$3.8M	Buy	76,716 +16,617	+28%	+$825K	0.61%	31
2025 Q4	$2.98M	Sell	60,099 -83,501	-58%	-$4.15M	0.58%	30
2025 Q3	$7.16M	Sell	143,600 -17,396	-11%	-$865K	1.39%	14
2025 Q2	$7.99M	Buy	160,996 +24,656	+18%	+$1.22M	1.57%	13
2025 Q1	$6.78M	Buy	+136,340	New	+$6.77M	1.48%	16

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

Marshall Financial Group (Maryland)'s PULS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its PGIM Ultra Short Bond ETF (PULS) stake by 4.3% in Q2 2026, selling an estimated $166K and leaving 73,381 shares worth $3.64M. The position accounts for 0.53% of the portfolio, ranked #35.

Marshall Financial Group (Maryland) first reported a position in PULS in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.99M in Q2 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Marshall Financial Group (Maryland) held 73,381 shares of PGIM Ultra Short Bond ETF worth $3.64M as of Q2 2026.
Marshall Financial Group (Maryland) sold 3,335 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $166K.
PGIM Ultra Short Bond ETF made up 0.53% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #35 holding.
Marshall Financial Group (Maryland) first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
Marshall Financial Group (Maryland)'s PGIM Ultra Short Bond ETF position peaked at $7.99M in Q2 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.