PIWA
PULS icon

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

Prevail Innovative 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 		$3.85M Buy
77,610
+53,531
+222% +$2.66M 0.57% 64
2026
Q1 		$1.19M Buy
24,079
+2,092
+10% +$104K 0.2% 121
2025
Q4 		$1.09M Sell
21,987
-31,278
-59% -$1.56M 0.2% 141
2025
Q3 		$2.65M Buy
53,265
+16,844
+46% +$837K 0.52% 68
2025
Q2 		$1.81M Buy
36,421
+4,318
+13% +$214K 0.41% 79
2025
Q1 		$1.6M Buy
32,103
+9,216
+40% +$458K 0.43% 77
2024
Q4 		$1.13M Buy
22,887
+2,564
+13% +$127K 0.33% 94
2024
Q3 		$1.01M Buy
20,323
+2,085
+11% +$104K 0.31% 98
2024
Q2 		$906K Sell
18,238
-1,492
-8% -$74K 0.32% 92
2024
Q1 		$981K Buy
19,730
+6,736
+52% +$334K 0.36% 97
2023
Q4 		$642K Buy
12,994
+3,092
+31% +$153K 0.31% 89
2023
Q3 		$490K Buy
+9,902
New +$489K 0.25% 85

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

Prevail Innovative Wealth Advisors's PULS Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 222% in Q2 2026, buying an estimated $2.66M and bringing the position to 77,610 shares worth $3.85M. The position accounts for 0.57% of the portfolio, ranked #64.

Prevail Innovative Wealth Advisors first reported a position in PULS in Q3 2023 and has held it in 12 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 77,610 shares of PGIM Ultra Short Bond ETF worth $3.85M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 53,531 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.66M.
  • PGIM Ultra Short Bond ETF made up 0.57% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Prevail Innovative Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.