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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
Q2 		$2.58M Buy
52,054
+6,208
+14% +$308K 0.05% 359
2026
Q1 		$2.28M Buy
+45,846
New +$2.28M 0.05% 342

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

Mount Yale Investment Advisors's PULS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 14% in Q2 2026, buying an estimated $308K and bringing the position to 52,054 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #359.

Mount Yale Investment Advisors first reported a position in PULS in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Mount Yale Investment Advisors held 52,054 shares of PGIM Ultra Short Bond ETF worth $2.58M as of Q2 2026.
  • Mount Yale Investment Advisors bought 6,208 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $308K.
  • PGIM Ultra Short Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #359 holding.
  • Mount Yale Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.