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 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 $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return