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

Regal 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 		$758K Buy
15,296
+48
+0.3% +$2.38K 0.04% 372
2026
Q1 		$755K Buy
15,248
+143
+0.9% +$7.1K 0.04% 354
2025
Q4 		$749K Sell
15,105
-958
-6% -$47.6K 0.04% 341
2025
Q3 		$800K Buy
16,063
+81
+0.5% +$4.03K 0.05% 302
2025
Q2 		$795K Sell
15,982
-2,012
-11% -$99.8K 0.06% 273
2025
Q1 		$895K Buy
17,994
+2,499
+16% +$124K 0.07% 237
2024
Q4 		$768K Sell
15,495
-3,724
-19% -$185K 0.06% 265
2024
Q3 		$957K Sell
19,219
-15,593
-45% -$774K 0.07% 248
2024
Q2 		$1.73M Buy
34,812
+6,564
+23% +$326K 0.11% 194
2024
Q1 		$1.4M Buy
28,248
+12,963
+85% +$642K 0.1% 208
2023
Q4 		$755K Sell
15,285
-8,023
-34% -$396K 0.06% 265
2023
Q3 		$1.15M Buy
23,308
+3,414
+17% +$169K 0.1% 197
2023
Q2 		$983K Sell
19,894
-1,856
-9% -$91.4K 0.08% 206
2023
Q1 		$1.07M Buy
+21,750
New +$1.07M 0.09% 193

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Regal Investment Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.31% in Q2 2026, buying an estimated $2.38K and bringing the position to 15,296 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #372.

Regal Investment Advisors first reported a position in PULS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q2 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Regal Investment Advisors held 15,296 shares of PGIM Ultra Short Bond ETF worth $758K as of Q2 2026.
  • Regal Investment Advisors bought 48 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.38K.
  • PGIM Ultra Short Bond ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #372 holding.
  • Regal Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Regal Investment Advisors's PGIM Ultra Short Bond ETF position peaked at $1.73M in Q2 2024.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.