Pension & Wealth Management Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Pension & Wealth Management 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	$20.7K	Buy	416 +1	+0.2%	+$50	0.01%	393
2026 Q1	$20.6K	Buy	415 +5	+1%	+$248	0.01%	363
2025 Q4	$20.4K	Buy	410 +4	+1%	+$199	0.01%	375
2025 Q3	$20.2K	Buy	+406	New	+$20.2K	0.01%	357
2024 Q1	–	Sell	-3,659	Closed	-$181K	–	364
2023 Q4	$181K	Buy	+3,659	New	+$181K	0.11%	99

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Pension & Wealth Management Advisors's PULS Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.24% in Q2 2026, buying an estimated $50 and bringing the position to 416 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #393.

Pension & Wealth Management Advisors first reported a position in PULS in Q4 2023 and has held it in 5 quarters since. The position peaked at $181K in Q4 2023. 451 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Pension & Wealth Management Advisors held 416 shares of PGIM Ultra Short Bond ETF worth $20.7K as of Q2 2026.
Pension & Wealth Management Advisors bought 1 PGIM Ultra Short Bond ETF share in Q2 2026, an estimated $50.
PGIM Ultra Short Bond ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #393 holding.
Pension & Wealth Management Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 5 quarters since.
Pension & Wealth Management Advisors's PGIM Ultra Short Bond ETF position peaked at $181K in Q4 2023.
451 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.