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

Prime Capital 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
2025
Q2 		– Sell
-5,090
Closed -$253K – 1082
2025
Q1 		$253K Buy
+5,090
New +$253K ﹤0.01% 892

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prime Capital Investment Advisors's PULS Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 5,090 shares — an estimated $253K sold.

Prime Capital Investment Advisors first reported a position in PULS in Q1 2025 and held it in 1 quarter. The position peaked at $253K in Q1 2025. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,090 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $253K.
  • Prime Capital Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's PGIM Ultra Short Bond ETF position peaked at $253K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.