Running Point Capital Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Running Point Capital 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
2025 Q4	$2.01M	Buy	40,630 +67	+0.2%	+$3.33K	0.55%	40
2025 Q3	$2.02M	Sell	40,563 -4,322	-10%	-$215K	0.54%	38
2025 Q2	$2.23M	Buy	44,885 +2,597	+6%	+$129K	0.62%	35
2025 Q1	$2.1M	Buy	42,288 +21,563	+104%	+$1.07M	0.67%	35
2024 Q4	$1.03M	Buy	+20,725	New	+$1.03M	0.35%	45

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Running Point Capital Advisors's PULS Position: Q4 2025 in Review

Running Point Capital Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.17% in Q4 2025, buying an estimated $3.33K and bringing the position to 40,630 shares worth $2.01M. The position accounts for 0.55% of the portfolio, ranked #40.

Running Point Capital Advisors first reported a position in PULS in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.23M in Q2 2025. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

Running Point Capital Advisors held 40,630 shares of PGIM Ultra Short Bond ETF worth $2.01M as of Q4 2025.
Running Point Capital Advisors bought 67 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $3.33K.
PGIM Ultra Short Bond ETF made up 0.55% of Running Point Capital Advisors's portfolio in Q4 2025, its #40 holding.
Running Point Capital Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 5 quarters since.
Running Point Capital Advisors's PGIM Ultra Short Bond ETF position peaked at $2.23M in Q2 2025.
415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.