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

Phoenix 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	$8.35M	Buy	168,444 +64,026	+61%	+$3.18M	2.81%	8
2026 Q1	$5.17M	Sell	104,418 -244	-0.2%	-$12.1K	2.04%	13
2025 Q4	$5.19M	Buy	104,662 +2,064	+2%	+$103K	2%	12
2025 Q3	$5.11M	Sell	102,598 -3,579	-3%	-$178K	1.97%	12
2025 Q2	$5.28M	Sell	106,177 -64,746	-38%	-$3.21M	2.21%	12
2025 Q1	$8.5M	Buy	170,923 +89,244	+109%	+$4.43M	3.7%	4
2024 Q4	$4.05M	Buy	81,679 +77,483	+1,847%	+$3.85M	1.76%	18
2024 Q3	$209K	Buy	+4,196	New	+$208K	0.1%	118

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

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

Phoenix Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 61% in Q2 2026, buying an estimated $3.18M and bringing the position to 168,444 shares worth $8.35M. The position accounts for 2.81% of the portfolio, ranked #8.

Phoenix Wealth Advisors first reported a position in PULS in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.5M in Q1 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Phoenix Wealth Advisors held 168,444 shares of PGIM Ultra Short Bond ETF worth $8.35M as of Q2 2026.
Phoenix Wealth Advisors bought 64,026 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.18M.
PGIM Ultra Short Bond ETF made up 2.81% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Phoenix Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
Phoenix Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $8.5M in Q1 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

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