Mount Yale Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Mount Yale 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	$2.28M	Buy	+45,846	New	+$2.28M	0.05%	342

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's PULS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q1 2026: 45,846 shares worth $2.28M. The stake represents 0.05% of the portfolio and ranks #342 among its holdings.

444 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Mount Yale Investment Advisors held 45,846 shares of PGIM Ultra Short Bond ETF worth $2.28M as of Q1 2026.
PGIM Ultra Short Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
PGIM Ultra Short Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #342 holding.
444 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.