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Merit Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Merit Financial Group’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 		$275K Sell
5,558
-2,509
-31% -$125K ﹤0.01% 1864
2026
Q1 		$399K Buy
8,067
+1,342
+20% +$66.7K ﹤0.01% 1501
2025
Q4 		$333K Sell
6,725
-489
-7% -$24.3K ﹤0.01% 1499
2025
Q3 		$359K Sell
7,214
-10,193
-59% -$507K ﹤0.01% 1338
2025
Q2 		$866K Sell
17,407
-24,951
-59% -$1.24M 0.01% 860
2025
Q1 		$2.11M Buy
42,358
+22,459
+113% +$1.12M 0.03% 410
2024
Q4 		$986K Buy
19,899
+4,070
+26% +$202K 0.02% 517
2024
Q3 		$788K Sell
15,829
-4,982
-24% -$247K 0.02% 468
2024
Q2 		$1.03M Sell
20,811
-307
-1% -$15.2K 0.02% 401
2024
Q1 		$1.05M Buy
21,118
+348
+2% +$17.2K 0.02% 394
2023
Q4 		$1.03M Buy
20,770
+2,050
+11% +$101K 0.03% 310
2023
Q3 		$926K Hold
18,720
– – 0.03% 336
2023
Q2 		$925K Hold
18,720
– – 0.03% 349
2023
Q1 		$923K Hold
18,720
– – 0.03% 299
2022
Q4 		$919K Hold
18,720
– – 0.03% 311
2022
Q3 		$919K Sell
18,720
-1,000
-5% -$49.1K 0.04% 260
2022
Q2 		$968K Sell
19,720
-355
-2% -$17.4K 0.03% 266
2022
Q1 		$988K Sell
20,075
-1,000
-5% -$49.3K 0.06% 155
2021
Q4 		$1.04M Sell
21,075
-1,300
-6% -$64.5K 0.1% 93
2021
Q3 		$1.11M Sell
22,375
-440
-2% -$21.9K 0.12% 88
2021
Q2 		$1.14M Sell
22,815
-700
-3% -$34.9K 0.11% 91
2021
Q1 		$1.17M Sell
23,515
-2,000
-8% -$99.7K 0.12% 83
2020
Q4 		$1.27M Sell
25,515
-2,000
-7% -$99.8K 0.12% 69
2020
Q3 		$1.37M Sell
27,515
-300
-1% -$15K 0.13% 64
2020
Q2 		$1.39M Buy
27,815
+1,000
+4% +$49.4K 0.14% 62
2020
Q1 		$1.3M Buy
26,815
+3,930
+17% +$195K 0.15% 57
2019
Q4 		$1.15M Buy
22,885
+6,400
+39% +$321K 0.1% 82
2019
Q3 		$827K Buy
16,485
+6,300
+62% +$316K 0.09% 58
2019
Q2 		$510K Buy
10,185
+3,935
+63% +$197K 0.06% 61
2019
Q1 		$313K Buy
+6,250
New +$313K 0.04% 96

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

Merit Financial Group's PULS Position: Q2 2026 in Review

Merit Financial Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 31% in Q2 2026, selling an estimated $125K and leaving 5,558 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Merit Financial Group first reported a position in PULS in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.11M in Q1 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Merit Financial Group held 5,558 shares of PGIM Ultra Short Bond ETF worth $275K as of Q2 2026.
  • Merit Financial Group sold 2,509 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $125K.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1864 holding.
  • Merit Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Merit Financial Group's PGIM Ultra Short Bond ETF position peaked at $2.11M in Q1 2025.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.