Prospect Financial Group
PULS icon

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
Q3 		$704K Buy
14,233
+1,754
+14% +$87K 0.59% 34
2026
Q2 		$618K Buy
12,479
+7,577
+155% +$376K 0.5% 40
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

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Morgan Stanley
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Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prospect Financial Group's PULS Position: Q3 2026 in Review

Prospect Financial Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 14% in Q3 2026, buying an estimated $87K and bringing the position to 14,233 shares worth $704K. The position accounts for 0.59% of the portfolio, ranked #34.

Prospect Financial Group first reported a position in PULS in Q1 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Prospect Financial Group held 14,233 shares of PGIM Ultra Short Bond ETF worth $704K as of Q3 2026.
  • Prospect Financial Group bought 1,754 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $87K.
  • PGIM Ultra Short Bond ETF made up 0.59% of Prospect Financial Group's portfolio in Q3 2026, its #34 holding.
  • Prospect Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.