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SAM Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

SAM 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
2026
Q2 		$8.33M Buy
168,199
+44,340
+36% +$2.2M 2.28% 8
2026
Q1 		$6.13M Buy
123,859
+58,582
+90% +$2.91M 1.92% 10
2025
Q4 		$3.24M Buy
65,277
+25,986
+66% +$1.29M 1.02% 18
2025
Q3 		$1.96M Buy
39,291
+4,788
+14% +$238K 0.63% 22
2025
Q2 		$1.72M Sell
34,503
-2,950
-8% -$146K 0.59% 21
2025
Q1 		$1.86M Sell
37,453
-1,575
-4% -$78.2K 0.7% 22
2024
Q4 		$1.93M Sell
39,028
-1,569
-4% -$77.9K 0.7% 20
2024
Q3 		$2.02M Sell
40,597
-3,697
-8% -$184K 0.74% 21
2024
Q2 		$2.2M Sell
44,294
-1,137
-3% -$56.4K 0.8% 21
2024
Q1 		$2.26M Sell
45,431
-3,827
-8% -$190K 0.82% 21
2023
Q4 		$2.43M Sell
49,258
-7,492
-13% -$370K 0.96% 20
2023
Q3 		$2.81M Sell
56,750
-5,471
-9% -$270K 1.22% 16
2023
Q2 		$3.07M Sell
62,221
-19,616
-24% -$966K 1.28% 15
2023
Q1 		$4.03M Sell
81,837
-11,343
-12% -$559K 1.81% 12
2022
Q4 		$4.58M Sell
93,180
-5,056
-5% -$248K 2.02% 11
2022
Q3 		$4.82M Buy
98,236
+6,407
+7% +$314K 2.35% 11
2022
Q2 		$4.51M Sell
91,829
-11,964
-12% -$588K 2.26% 8
2022
Q1 		$5.11M Buy
+103,793
New +$5.12M 2.21% 9

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

SAM Advisors's PULS Position: Q2 2026 in Review

SAM Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 36% in Q2 2026, buying an estimated $2.2M and bringing the position to 168,199 shares worth $8.33M. The position accounts for 2.28% of the portfolio, ranked #8.

SAM Advisors first reported a position in PULS in Q1 2022 and has held it in 18 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • SAM Advisors held 168,199 shares of PGIM Ultra Short Bond ETF worth $8.33M as of Q2 2026.
  • SAM Advisors bought 44,340 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.2M.
  • PGIM Ultra Short Bond ETF made up 2.28% of SAM Advisors's portfolio in Q2 2026, its #8 holding.
  • SAM Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.