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Simplicity Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Simplicity Wealth’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 		$1.49M Buy
+30,042
New +$1.49M 0.05% 334
2025
Q1 		– Sell
-10,762
Closed -$533K – 592
2024
Q4 		$533K Buy
10,762
+6,449
+150% +$320K 0.11% 157
2024
Q3 		$215K Buy
4,313
+24
+0.6% +$1.19K 0.02% 465
2024
Q2 		$213K Sell
4,289
-82
-2% -$4.07K ﹤0.01% 1082
2024
Q1 		$217K Buy
+4,371
New +$217K 0.01% 1036

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

Simplicity Wealth's PULS Position: Q2 2026 in Review

Simplicity Wealth opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 30,042 shares worth $1.49M. The stake represents 0.05% of the portfolio and ranks #334 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in PULS as recently as Q4 2024.

Simplicity Wealth first reported a position in PULS in Q1 2024 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Simplicity Wealth held 30,042 shares of PGIM Ultra Short Bond ETF worth $1.49M as of Q2 2026.
  • PGIM Ultra Short Bond ETF was a new Simplicity Wealth position in Q2 2026.
  • PGIM Ultra Short Bond ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #334 holding.
  • Simplicity Wealth first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.