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

PCG Wealth 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 		$2.39M Sell
48,257
-5,251
-10% -$261K 0.53% 58
2026
Q1 		$2.65M Sell
53,508
-2,256
-4% -$112K 0.67% 49
2025
Q4 		$2.77M Sell
55,764
-11,163
-17% -$555K 0.78% 48
2025
Q3 		$3.34M Buy
+66,927
New +$3.33M 0.97% 35
2025
Q2 		– Sell
-73,735
Closed -$3.67M – 125
2025
Q1 		$3.67M Sell
73,735
-7,671
-9% -$381K 1.28% 21
2024
Q4 		$4.03M Sell
81,406
-1,475
-2% -$73.3K 1.49% 17
2024
Q3 		$4.13M Buy
82,881
+9,766
+13% +$485K 1.59% 16
2024
Q2 		$3.63M Sell
73,115
-2,363
-3% -$117K 1.58% 18
2024
Q1 		$3.75M Buy
75,478
+15,980
+27% +$792K 1.78% 15
2023
Q4 		$2.94M Buy
59,498
+2,762
+5% +$136K 1.64% 23
2023
Q3 		$2.81M Buy
56,736
+7,802
+16% +$385K 1.84% 20
2023
Q2 		$2.42M Buy
48,934
+148
+0.3% +$7.29K 1.5% 20
2023
Q1 		$2.41M Buy
48,786
+25,746
+112% +$1.27M 1.52% 17
2022
Q4 		$1.13M Buy
23,040
+10,660
+86% +$523K 0.72% 33
2022
Q3 		$609K Buy
+12,380
New +$607K 0.22% 66

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

PCG Wealth Advisors's PULS Position: Q2 2026 in Review

PCG Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 9.8% in Q2 2026, selling an estimated $261K and leaving 48,257 shares worth $2.39M. The position accounts for 0.53% of the portfolio, ranked #58.

PCG Wealth Advisors first reported a position in PULS in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.13M in Q3 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • PCG Wealth Advisors held 48,257 shares of PGIM Ultra Short Bond ETF worth $2.39M as of Q2 2026.
  • PCG Wealth Advisors sold 5,251 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $261K.
  • PGIM Ultra Short Bond ETF made up 0.53% of PCG Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • PCG Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • PCG Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $4.13M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.