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Oakworth Capital’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Oakworth Capital’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 		$6.54K Hold
132
– – ﹤0.01% 748
2026
Q1 		$6.53K Hold
132
– – ﹤0.01% 705
2025
Q4 		$6.55K Hold
132
– – ﹤0.01% 702
2025
Q3 		$6.58K Buy
+132
New +$6.56K ﹤0.01% 657

Other funds holding PULS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
NG
Navigation Group Redwood City, California $514M AUM

Oakworth Capital's PULS Position: Q2 2026 in Review

Oakworth Capital held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 132 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Oakworth Capital first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.58K in Q3 2025. 246 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Oakworth Capital held 132 shares of PGIM Ultra Short Bond ETF worth $6.54K as of Q2 2026.
  • Oakworth Capital left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #748 holding.
  • Oakworth Capital first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Oakworth Capital's PGIM Ultra Short Bond ETF position peaked at $6.58K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.