Sigma Planning Corp’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Sigma Planning Corp’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	$4.15M	Buy	83,742 +3,475	+4%	+$172K	0.1%	201
2026 Q1	$3.97M	Buy	80,267 +1,547	+2%	+$76.8K	0.11%	197
2025 Q4	$3.89M	Buy	78,720 +5,431	+7%	+$270K	0.11%	200
2025 Q3	$3.65M	Sell	73,289 -24,738	-25%	-$1.23M	0.1%	207
2025 Q2	$4.88M	Sell	98,027 -14,433	-13%	-$716K	0.15%	138
2025 Q1	$5.59M	Buy	112,460 +24,644	+28%	+$1.22M	0.18%	114
2024 Q4	$4.35M	Sell	87,816 -29,266	-25%	-$1.45M	0.14%	154
2024 Q3	$5.83M	Sell	117,082 -4,924	-4%	-$244K	0.18%	113
2024 Q2	$6.06M	Buy	122,006 +75,199	+161%	+$3.73M	0.19%	100
2024 Q1	$2.33M	Buy	46,807 +29,855	+176%	+$1.48M	0.07%	270
2023 Q4	$837K	Sell	16,952 -36,102	-68%	-$1.78M	0.07%	305
2023 Q3	$2.63M	Sell	53,054 -11,387	-18%	-$562K	0.1%	217
2023 Q2	$3.18M	Sell	64,441 -14,808	-19%	-$729K	0.11%	183
2023 Q1	$3.91M	Buy	79,249 +17,078	+27%	+$841K	0.13%	169
2022 Q4	$3.05M	Buy	+62,171	New	+$3.05M	0.11%	196

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

Sigma Planning Corp's PULS Position: Q2 2026 in Review

Sigma Planning Corp increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.3% in Q2 2026, buying an estimated $172K and bringing the position to 83,742 shares worth $4.15M. The position accounts for 0.1% of the portfolio, ranked #201.

Sigma Planning Corp first reported a position in PULS in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.06M in Q2 2024. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Sigma Planning Corp held 83,742 shares of PGIM Ultra Short Bond ETF worth $4.15M as of Q2 2026.
Sigma Planning Corp bought 3,475 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $172K.
PGIM Ultra Short Bond ETF made up 0.1% of Sigma Planning Corp's portfolio in Q2 2026, its #201 holding.
Sigma Planning Corp first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sigma Planning Corp's PGIM Ultra Short Bond ETF position peaked at $6.06M in Q2 2024.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.