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Perigon Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Perigon Wealth Management’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 		$7.75M Buy
156,336
+7,411
+5% +$368K 0.12% 161
2026
Q1 		$7.37M Buy
148,925
+60,043
+68% +$2.98M 0.13% 152
2025
Q4 		$4.41M Buy
88,882
+2,129
+2% +$106K 0.08% 229
2025
Q3 		$4.32M Sell
86,753
-5,785
-6% -$288K 0.09% 222
2025
Q2 		$4.6M Buy
92,538
+546
+0.6% +$27.1K 0.11% 176
2025
Q1 		$4.57M Buy
91,992
+26,379
+40% +$1.31M 0.12% 172
2024
Q4 		$3.26M Buy
65,613
+44,321
+208% +$2.2M 0.08% 230
2024
Q3 		$1.06M Buy
21,292
+7,966
+60% +$395K 0.03% 419
2024
Q2 		$662K Buy
+13,326
New +$661K 0.02% 465

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

Perigon Wealth Management's PULS Position: Q2 2026 in Review

Perigon Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 5% in Q2 2026, buying an estimated $368K and bringing the position to 156,336 shares worth $7.75M. The position accounts for 0.12% of the portfolio, ranked #161.

Perigon Wealth Management first reported a position in PULS in Q2 2024 and has held it in 9 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Perigon Wealth Management held 156,336 shares of PGIM Ultra Short Bond ETF worth $7.75M as of Q2 2026.
  • Perigon Wealth Management bought 7,411 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $368K.
  • PGIM Ultra Short Bond ETF made up 0.12% of Perigon Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Perigon Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.