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

Prosperity 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
2025
Q4 		– Sell
-4,612
Closed -$230K – 203
2025
Q3 		$230K Buy
4,612
+6
+0.1% +$298 0.08% 154
2025
Q2 		$229K Buy
+4,606
New +$228K 0.1% 146
2024
Q1 		– Sell
-8,509
Closed -$420K – 151
2023
Q4 		$420K Sell
8,509
-153
-2% -$7.56K 0.29% 78
2023
Q3 		$429K Buy
+8,662
New +$428K 0.35% 62

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Financial Group's PULS Position: Q4 2025 in Review

Prosperity Financial Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 4,612 shares — an estimated $230K sold.

Prosperity Financial Group first reported a position in PULS in Q3 2023 and held it in 4 quarters. The position peaked at $429K in Q3 2023. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

  • Prosperity Financial Group reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 4,612 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $230K.
  • Prosperity Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 4 quarters.
  • Prosperity Financial Group's PGIM Ultra Short Bond ETF position peaked at $429K in Q3 2023.
  • 415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.