Prospera Financial Services
PULS icon

Prospera Financial Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Prospera Financial Services’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 		$1.86M Sell
37,628
-15,427
-29% -$765K 0.02% 603
2026
Q2 		$2.63M Buy
53,055
+14,984
+39% +$744K 0.04% 441
2026
Q1 		$1.88M Sell
38,071
-1,490
-4% -$74K 0.03% 517
2025
Q4 		$1.96M Buy
39,561
+1,699
+4% +$84.5K 0.03% 484
2025
Q3 		$1.89M Buy
37,862
+19,096
+102% +$949K 0.03% 489
2025
Q2 		$934K Buy
18,766
+3,075
+20% +$152K 0.02% 678
2025
Q1 		$780K Sell
15,691
-423
-3% -$21K 0.02% 631
2024
Q4 		$799K Sell
16,114
-6,818
-30% -$339K 0.02% 606
2024
Q3 		$1.14M Sell
22,932
-18,015
-44% -$894K 0.03% 476
2024
Q2 		$2.04M Buy
40,947
+10,483
+34% +$520K 0.06% 334
2024
Q1 		$1.51M Buy
+30,464
New +$1.51M 0.05% 392

Other funds holding PULS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Prospera Financial Services's PULS Position: Q3 2026 in Review

Prospera Financial Services reduced its PGIM Ultra Short Bond ETF (PULS) stake by 29% in Q3 2026, selling an estimated $765K and leaving 37,628 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #603.

Prospera Financial Services first reported a position in PULS in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.63M in Q2 2026. 338 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Prospera Financial Services held 37,628 shares of PGIM Ultra Short Bond ETF worth $1.86M as of Q3 2026.
  • Prospera Financial Services sold 15,427 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $765K.
  • PGIM Ultra Short Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #603 holding.
  • Prospera Financial Services first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Prospera Financial Services's PGIM Ultra Short Bond ETF position peaked at $2.63M in Q2 2026.
  • 338 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.