SageView Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

SageView Advisory 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	$3.33M	Buy	67,137 +11,158	+20%	+$554K	0.11%	118
2026 Q1	$2.77M	Buy	55,979 +5,250	+10%	+$261K	0.1%	111
2025 Q4	$2.52M	Buy	50,729 +5,548	+12%	+$276K	0.09%	131
2025 Q3	$2.25M	Buy	45,181 +11,639	+35%	+$579K	0.08%	144
2025 Q2	$1.67M	Buy	33,542 +2,851	+9%	+$141K	0.06%	164
2025 Q1	$1.53M	Buy	30,691 +5,824	+23%	+$289K	0.07%	157
2024 Q4	$1.23M	Buy	+24,867	New	+$1.24M	0.05%	194
2024 Q2	–	Hold	0	–	–	–	306
2023 Q4	–	Sell	-24,408	Closed	-$1.21M	–	225
2023 Q3	$1.21M	Sell	24,408 -7,645	-24%	-$377K	0.07%	183
2023 Q2	$1.58M	Buy	32,053 +17,018	+113%	+$838K	0.09%	148
2023 Q1	$741K	Buy	+15,035	New	+$741K	0.05%	253

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

SageView Advisory Group's PULS Position: Q2 2026 in Review

SageView Advisory Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 20% in Q2 2026, buying an estimated $554K and bringing the position to 67,137 shares worth $3.33M. The position accounts for 0.11% of the portfolio, ranked #118.

SageView Advisory Group first reported a position in PULS in Q1 2023 and has held it in 10 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

SageView Advisory Group held 67,137 shares of PGIM Ultra Short Bond ETF worth $3.33M as of Q2 2026.
SageView Advisory Group bought 11,158 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $554K.
PGIM Ultra Short Bond ETF made up 0.11% of SageView Advisory Group's portfolio in Q2 2026, its #118 holding.
SageView Advisory Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 10 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.