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Sowell Financial Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Sowell Financial Services’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 		$498K Buy
+10,042
New +$498K 0.02% 649
2024
Q3 		– Sell
-10,563
Closed -$525K – 572
2024
Q2 		$525K Buy
+10,563
New +$524K 0.03% 430
2023
Q3 		– Sell
-15,014
Closed -$742K – 582
2023
Q2 		$742K Buy
+15,014
New +$740K 0.04% 404
2023
Q1 		– Sell
-16,522
Closed -$814K – 819
2022
Q4 		$814K Sell
16,522
-2,971
-15% -$146K 0.05% 347
2022
Q3 		$957K Sell
19,493
-240
-1% -$11.8K 0.1% 242
2022
Q2 		$968K Buy
+19,733
New +$969K 0.09% 166
2022
Q1 		– Sell
-51,536
Closed -$2.55M – 421
2021
Q4 		$2.55M Sell
51,536
-13,822
-21% -$685K 0.15% 161
2021
Q3 		$3.25M Buy
65,358
+22,417
+52% +$1.11M 0.22% 112
2021
Q2 		$2.14M Buy
42,941
+34,421
+404% +$1.71M 0.14% 178
2021
Q1 		$424K Buy
8,520
+444
+5% +$22.1K 0.01% 715
2020
Q4 		$403K Sell
8,076
-2,046
-20% -$102K 0.02% 592
2020
Q3 		$505K Sell
10,122
-21,623
-68% -$1.08M 0.03% 465
2020
Q2 		$1.58M Sell
31,745
-61,309
-66% -$3.03M 0.09% 202
2020
Q1 		$4.53M Buy
93,054
+83,524
+876% +$4.15M 0.34% 76
2019
Q4 		$477K Buy
+9,530
New +$477K 0.04% 464

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

Sowell Financial Services's PULS Position: Q2 2026 in Review

Sowell Financial Services opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 10,042 shares worth $498K. The stake represents 0.02% of the portfolio and ranks #649 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in PULS as recently as Q2 2024.

Sowell Financial Services first reported a position in PULS in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.53M in Q1 2020. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Sowell Financial Services held 10,042 shares of PGIM Ultra Short Bond ETF worth $498K as of Q2 2026.
  • PGIM Ultra Short Bond ETF was a new Sowell Financial Services position in Q2 2026.
  • PGIM Ultra Short Bond ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #649 holding.
  • Sowell Financial Services first reported a position in PGIM Ultra Short Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • Sowell Financial Services's PGIM Ultra Short Bond ETF position peaked at $4.53M in Q1 2020.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.