Richards, Merrill & Peterson’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Richards, Merrill & Peterson’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	$22.3K	Hold	450	–	–	0.01%	264
2026 Q1	$22.3K	Sell	450 -200	-31%	-$9.94K	0.01%	255
2025 Q4	$32.2K	Hold	650	–	–	0.01%	229
2025 Q3	$32.4K	Hold	650	–	–	0.01%	195
2025 Q2	$32.3K	Hold	650	–	–	0.02%	182
2025 Q1	$32.3K	Hold	650	–	–	0.02%	293
2024 Q4	$32.2K	Buy	+650	New	+$32.3K	0.02%	283

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

Richards, Merrill & Peterson's PULS Position: Q2 2026 in Review

Richards, Merrill & Peterson held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 450 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #264.

Richards, Merrill & Peterson first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.4K in Q3 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Richards, Merrill & Peterson held 450 shares of PGIM Ultra Short Bond ETF worth $22.3K as of Q2 2026.
Richards, Merrill & Peterson left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #264 holding.
Richards, Merrill & Peterson first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's PGIM Ultra Short Bond ETF position peaked at $32.4K in Q3 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.