MPWM Advisory Solutions’s PGIM Ultra Short Bond ETF PULS Stock Holding History

MPWM Advisory Solutions’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	$1.12M	Sell	22,642 -3,569	-14%	-$177K	0.51%	33
2026 Q1	$1.3M	Buy	26,211 +1,673	+7%	+$83.1K	0.69%	28
2025 Q4	$1.22M	Buy	24,538 +14,311	+140%	+$712K	0.68%	26
2025 Q3	$510K	Buy	10,227 +4,772	+87%	+$237K	0.3%	49
2025 Q2	$271K	Sell	5,455 -2,175	-29%	-$108K	0.17%	68
2025 Q1	$379K	Buy	7,630 +118	+2%	+$5.86K	0.28%	47
2024 Q4	$372K	Buy	+7,512	New	+$373K	0.27%	48

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

MPWM Advisory Solutions's PULS Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its PGIM Ultra Short Bond ETF (PULS) stake by 14% in Q2 2026, selling an estimated $177K and leaving 22,642 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #33.

MPWM Advisory Solutions first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2026. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

MPWM Advisory Solutions held 22,642 shares of PGIM Ultra Short Bond ETF worth $1.12M as of Q2 2026.
MPWM Advisory Solutions sold 3,569 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $177K.
PGIM Ultra Short Bond ETF made up 0.51% of MPWM Advisory Solutions's portfolio in Q2 2026, its #33 holding.
MPWM Advisory Solutions first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's PGIM Ultra Short Bond ETF position peaked at $1.3M in Q1 2026.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.