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

Sequoia Financial 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 		– Sell
-7,502
Closed -$371K – 2236
2026
Q1 		$371K Buy
+7,502
New +$373K ﹤0.01% 1435

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

Sequoia Financial Advisors's PULS Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 7,502 shares — an estimated $371K sold.

Sequoia Financial Advisors first reported a position in PULS in Q1 2026 and held it in 1 quarter. The position peaked at $371K in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,502 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $371K.
  • Sequoia Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's PGIM Ultra Short Bond ETF position peaked at $371K in Q1 2026.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.