Perennial Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Perennial Investment 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	$279K	Buy	5,638 +264	+5%	+$13.1K	0.02%	454
2026 Q1	$266K	Sell	5,374 -270	-5%	-$13.4K	0.02%	421
2025 Q4	$280K	Buy	5,644 +1,200	+27%	+$59.7K	0.02%	392
2025 Q3	$221K	Buy	+4,444	New	+$221K	0.02%	446
2024 Q3	–	Sell	-4,666	Closed	-$232K	–	422
2024 Q2	$232K	Buy	+4,666	New	+$231K	0.03%	323

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

Perennial Investment Advisors's PULS Position: Q2 2026 in Review

Perennial Investment Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.9% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,638 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #454.

Perennial Investment Advisors first reported a position in PULS in Q2 2024 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Perennial Investment Advisors held 5,638 shares of PGIM Ultra Short Bond ETF worth $279K as of Q2 2026.
Perennial Investment Advisors bought 264 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $13.1K.
PGIM Ultra Short Bond ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #454 holding.
Perennial Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 5 quarters since.
Perennial Investment Advisors's PGIM Ultra Short Bond ETF position peaked at $280K in Q4 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.