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Prospect Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Prospect Financial Group’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 		$243K Buy
+4,902
New +$244K 0.22% 53
2025
Q3 		– Sell
-4,595
Closed -$229K – 64
2025
Q2 		$229K Sell
4,595
-397
-8% -$19.7K 0.24% 52
2025
Q1 		$248K Buy
+4,992
New +$248K 0.32% 50

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B 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

Prospect Financial Group's PULS Position: Q1 2026 in Review

Prospect Financial Group opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q1 2026: 4,902 shares worth $243K. The stake represents 0.22% of the portfolio and ranks #53 among its holdings. This is a return to the name: Prospect Financial Group previously reported a position in PULS as recently as Q2 2025.

Prospect Financial Group first reported a position in PULS in Q1 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2025. 444 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Prospect Financial Group held 4,902 shares of PGIM Ultra Short Bond ETF worth $243K as of Q1 2026.
  • PGIM Ultra Short Bond ETF was a new Prospect Financial Group position in Q1 2026.
  • PGIM Ultra Short Bond ETF made up 0.22% of Prospect Financial Group's portfolio in Q1 2026, its #53 holding.
  • Prospect Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Prospect Financial Group's PGIM Ultra Short Bond ETF position peaked at $248K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.