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Regatta Capital Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Regatta Capital 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
Q2 		$1.79M Buy
36,123
+5,614
+18% +$279K 0.24% 72
2026
Q1 		$1.51M Sell
30,509
-87
-0.3% -$4.32K 0.23% 73
2025
Q4 		$1.52M Buy
30,596
+1,390
+5% +$69.1K 0.23% 72
2025
Q3 		$1.46M Sell
29,206
-6,115
-17% -$304K 0.23% 73
2025
Q2 		$1.76M Sell
35,321
-1,302
-4% -$64.6K 0.3% 63
2025
Q1 		$1.82M Buy
36,623
+20,354
+125% +$1.01M 0.35% 54
2024
Q4 		$806K Sell
16,269
-9,411
-37% -$467K 0.16% 89
2024
Q3 		$1.28M Buy
25,680
+9,665
+60% +$480K 0.25% 68
2024
Q2 		$796K Buy
16,015
+3,163
+25% +$157K 0.17% 89
2024
Q1 		$639K Buy
+12,852
New +$637K 0.14% 97
2023
Q4 		– Sell
-8,409
Closed -$416K – 177
2023
Q3 		$416K Sell
8,409
-2,016
-19% -$99.5K 0.13% 112
2023
Q2 		$515K Sell
10,425
-4,061
-28% -$200K 0.16% 99
2023
Q1 		$711K Hold
14,486
– – 0.25% 88
2022
Q4 		$711K Buy
14,486
+7,343
+103% +$360K 0.25% 88
2022
Q3 		$350K Hold
7,143
– – 0.14% 120
2022
Q2 		$350K Buy
+7,143
New +$351K 0.17% 109

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

Regatta Capital Group's PULS Position: Q2 2026 in Review

Regatta Capital Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 18% in Q2 2026, buying an estimated $279K and bringing the position to 36,123 shares worth $1.79M. The position accounts for 0.24% of the portfolio, ranked #72.

Regatta Capital Group first reported a position in PULS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q1 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Regatta Capital Group held 36,123 shares of PGIM Ultra Short Bond ETF worth $1.79M as of Q2 2026.
  • Regatta Capital Group bought 5,614 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $279K.
  • PGIM Ultra Short Bond ETF made up 0.24% of Regatta Capital Group's portfolio in Q2 2026, its #72 holding.
  • Regatta Capital Group first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Regatta Capital Group's PGIM Ultra Short Bond ETF position peaked at $1.82M in Q1 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.