Retirement Planning Group (Kansas)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Retirement Planning Group (Kansas)’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	$404K	Sell	8,147 -1,188	-13%	-$59K	0.01%	371
2026 Q1	$462K	Sell	9,335 -27,316	-75%	-$1.36M	0.01%	312
2025 Q4	$1.82M	Sell	36,651 -433	-1%	-$21.5K	0.06%	128
2025 Q3	$1.85M	Buy	37,084 +4,539	+14%	+$226K	0.06%	120
2025 Q2	$1.62M	Sell	32,545 -9,903	-23%	-$491K	0.07%	101
2025 Q1	$2.11M	Buy	42,448 +536	+1%	+$26.6K	0.1%	78
2024 Q4	$2.08M	Buy	41,912 +545	+1%	+$27.1K	0.1%	77
2024 Q3	$2.06M	Sell	41,367 -30,996	-43%	-$1.54M	0.11%	82
2024 Q2	$3.6M	Buy	72,363 +694	+1%	+$34.4K	0.23%	46
2024 Q1	$3.56M	Buy	+71,669	New	+$3.55M	0.27%	43

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

Retirement Planning Group (Kansas)'s PULS Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its PGIM Ultra Short Bond ETF (PULS) stake by 13% in Q2 2026, selling an estimated $59K and leaving 8,147 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #371.

Retirement Planning Group (Kansas) first reported a position in PULS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q2 2024. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Retirement Planning Group (Kansas) held 8,147 shares of PGIM Ultra Short Bond ETF worth $404K as of Q2 2026.
Retirement Planning Group (Kansas) sold 1,188 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $59K.
PGIM Ultra Short Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #371 holding.
Retirement Planning Group (Kansas) first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s PGIM Ultra Short Bond ETF position peaked at $3.6M in Q2 2024.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.