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

Realta 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
2026 Q2	–	Sell	-13,217	Closed	-$654K	–	404
2026 Q1	$654K	Sell	13,217 -1,781	-12%	-$88.5K	0.23%	102
2025 Q4	$744K	Buy	14,998 +3,730	+33%	+$185K	0.24%	91
2025 Q3	$562K	Buy	11,268 +101	+0.9%	+$5.02K	0.19%	108
2025 Q2	$556K	Buy	11,167 +1,701	+18%	+$84.4K	0.22%	94
2025 Q1	$471K	Sell	9,466 -3,934	-29%	-$195K	0.21%	108
2024 Q4	$664K	Sell	13,400 -3,695	-22%	-$184K	0.27%	78
2024 Q3	$849K	Sell	17,095 -8,693	-34%	-$432K	0.39%	65
2024 Q2	$1.28M	Sell	25,788 -354	-1%	-$17.6K	0.25%	97
2024 Q1	$1.3M	Buy	26,142 +5,771	+28%	+$286K	0.27%	92
2023 Q4	$1.01M	Sell	20,371 -827	-4%	-$40.9K	0.23%	113
2023 Q3	$1.05M	Hold	21,198	–	–	0.24%	99
2023 Q2	$1.05M	Buy	21,198 +147	+0.7%	+$7.24K	0.23%	103
2023 Q1	$1.04M	Sell	21,051 -1,403	-6%	-$69.1K	0.25%	99
2022 Q4	$1.1M	Buy	22,454 +15,020	+202%	+$737K	0.27%	90
2022 Q3	$365K	Buy	7,434 +2,638	+55%	+$129K	0.1%	241
2022 Q2	$235K	Buy	+4,796	New	+$236K	0.06%	317

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Realta Investment Advisors's PULS Position: Q2 2026 in Review

Realta Investment Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 13,217 shares — an estimated $654K sold.

Realta Investment Advisors first reported a position in PULS in Q2 2022 and held it in 16 quarters. The position peaked at $1.3M in Q1 2024. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Realta Investment Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
Realta Investment Advisors sold 13,217 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $654K.
Realta Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and held it in 16 quarters.
Realta Investment Advisors's PGIM Ultra Short Bond ETF position peaked at $1.3M in Q1 2024.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.