Modern Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Modern Wealth Management’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	$1.37M	Sell	27,569 -4,733	-15%	-$235K	0.02%	448
2026 Q1	$1.6M	Buy	32,302 +789	+3%	+$39.2K	0.03%	335
2025 Q4	$1.56M	Sell	31,513 -890	-3%	-$44.2K	0.03%	337
2025 Q3	$1.61M	Sell	32,403 -5,270	-14%	-$262K	0.03%	319
2025 Q2	$1.87M	Buy	37,673 +9,909	+36%	+$491K	0.05%	271
2025 Q1	$1.38M	Buy	27,764 +16,996	+158%	+$844K	0.04%	257
2024 Q4	$534K	Buy	+10,768	New	+$535K	0.02%	350

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

Modern Wealth Management's PULS Position: Q2 2026 in Review

Modern Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 15% in Q2 2026, selling an estimated $235K and leaving 27,569 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #448.

Modern Wealth Management first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q2 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Modern Wealth Management held 27,569 shares of PGIM Ultra Short Bond ETF worth $1.37M as of Q2 2026.
Modern Wealth Management sold 4,733 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $235K.
PGIM Ultra Short Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #448 holding.
Modern Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's PGIM Ultra Short Bond ETF position peaked at $1.87M in Q2 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.