Northwest Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Northwest Financial 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	$18.9M	Buy	+381,089	New	+$18.9M	2.51%	16
2025 Q4	–	Sell	-12,304	Closed	-$613K	–	88
2025 Q3	$613K	Sell	12,304 -111	-0.9%	-$5.52K	0.79%	36
2025 Q2	$618K	Buy	12,415 +1,357	+12%	+$67.3K	0.86%	33
2025 Q1	$550K	Sell	11,058 -61	-0.5%	-$3.03K	0.46%	51
2024 Q4	$551K	Sell	11,119 -218	-2%	-$10.8K	0.46%	57
2024 Q3	$564K	Sell	11,337 -1,438	-11%	-$71.4K	0.45%	51
2024 Q2	$635K	Buy	12,775 +80	+0.6%	+$3.97K	0.65%	40
2024 Q1	$631K	Buy	12,695 +82	+0.7%	+$4.06K	0.69%	35
2023 Q4	$623K	Buy	+12,613	New	+$623K	0.53%	36

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

Northwest Financial Advisors's PULS Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 381,089 shares worth $18.9M. The stake represents 2.51% of the portfolio and ranks #16 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in PULS as recently as Q3 2025.

Northwest Financial Advisors first reported a position in PULS in Q4 2023 and has held it in 9 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Northwest Financial Advisors held 381,089 shares of PGIM Ultra Short Bond ETF worth $18.9M as of Q2 2026.
PGIM Ultra Short Bond ETF was a new Northwest Financial Advisors position in Q2 2026.
PGIM Ultra Short Bond ETF made up 2.51% of Northwest Financial Advisors's portfolio in Q2 2026, its #16 holding.
Northwest Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 9 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.