Spinnaker Investment Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Spinnaker Investment Group’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	$277K	Buy	5,598 +112	+2%	+$5.56K	0.04%	139
2026 Q1	$272K	Sell	5,486 -280	-5%	-$13.9K	0.06%	113
2025 Q4	$286K	Buy	5,766 +202	+4%	+$10K	0.05%	134
2025 Q3	$277K	Buy	5,564 +479	+9%	+$23.8K	0.05%	131
2025 Q2	$253K	Sell	5,085 -10,080	-66%	-$500K	0.06%	85
2025 Q1	$754K	Buy	+15,165	New	+$753K	0.17%	43

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

Spinnaker Investment Group's PULS Position: Q2 2026 in Review

Spinnaker Investment Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 2% in Q2 2026, buying an estimated $5.56K and bringing the position to 5,598 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #139.

Spinnaker Investment Group first reported a position in PULS in Q1 2025 and has held it in 6 quarters since. The position peaked at $754K in Q1 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Spinnaker Investment Group held 5,598 shares of PGIM Ultra Short Bond ETF worth $277K as of Q2 2026.
Spinnaker Investment Group bought 112 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $5.56K.
PGIM Ultra Short Bond ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #139 holding.
Spinnaker Investment Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
Spinnaker Investment Group's PGIM Ultra Short Bond ETF position peaked at $754K in Q1 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.