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

NewEdge Wealth’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	$10.5M	Sell	212,523 -41,542	-16%	-$2.06M	0.11%	139
2026 Q1	$12.6M	Sell	254,065 -20,435	-7%	-$1.02M	0.15%	109
2025 Q4	$13.6M	Sell	274,500 -178,968	-39%	-$8.9M	0.15%	111
2025 Q3	$22.5M	Buy	453,468 +112,724	+33%	+$5.6M	0.32%	71
2025 Q2	$16.9M	Buy	340,744 +217,956	+178%	+$10.8M	0.26%	88
2025 Q1	$6.11M	Buy	122,788 +34,796	+40%	+$1.73M	0.11%	155
2024 Q4	$4.36M	Sell	87,992 -249,490	-74%	-$12.4M	0.08%	211
2024 Q3	$16.8M	Buy	+337,482	New	+$16.8M	0.3%	84

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

NewEdge Wealth's PULS Position: Q2 2026 in Review

NewEdge Wealth reduced its PGIM Ultra Short Bond ETF (PULS) stake by 16% in Q2 2026, selling an estimated $2.06M and leaving 212,523 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #139.

NewEdge Wealth first reported a position in PULS in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.5M in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

NewEdge Wealth held 212,523 shares of PGIM Ultra Short Bond ETF worth $10.5M as of Q2 2026.
NewEdge Wealth sold 41,542 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.06M.
PGIM Ultra Short Bond ETF made up 0.11% of NewEdge Wealth's portfolio in Q2 2026, its #139 holding.
NewEdge Wealth first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's PGIM Ultra Short Bond ETF position peaked at $22.5M in Q3 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.