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Moneta Group Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Moneta Group Investment 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
Q1 		$24.3M Buy
490,072
+192,016
+64% +$9.54M 0.18% 67
2025
Q4 		$14.8M Buy
298,056
+276,287
+1,269% +$13.7M 0.11% 86
2025
Q3 		$1.08M Buy
+21,769
New +$1.08M 0.01% 342

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's PULS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 64% in Q1 2026, buying an estimated $9.54M and bringing the position to 490,072 shares worth $24.3M. The position accounts for 0.18% of the portfolio, ranked #67.

Moneta Group Investment Advisors first reported a position in PULS in Q3 2025 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Moneta Group Investment Advisors held 490,072 shares of PGIM Ultra Short Bond ETF worth $24.3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 192,016 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $9.54M.
  • PGIM Ultra Short Bond ETF made up 0.18% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Moneta Group Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.