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

Spire Wealth Management’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	$8.41M	Buy	169,691 +59,302	+54%	+$2.94M	0.25%	92
2026 Q1	$5.46M	Buy	110,389 +22,979	+26%	+$1.14M	0.19%	117
2025 Q4	$4.33M	Buy	87,410 +86,271	+7,574%	+$4.29M	0.15%	140
2025 Q3	$56.8K	Buy	1,139 +519	+84%	+$25.8K	﹤0.01%	1189
2025 Q2	$30.9K	Buy	+620	New	+$30.7K	﹤0.01%	1368
2024 Q4	–	Sell	-35	Closed	-$1.75K	–	2508
2024 Q3	$1.75K	Buy	+35	New	+$1.74K	﹤0.01%	2024
2024 Q2	–	Sell	-2,135	Closed	-$106K	–	2359
2024 Q1	$106K	Buy	2,135 +135	+7%	+$6.69K	﹤0.01%	978
2023 Q4	$99.2K	Hold	2,000	–	–	﹤0.01%	1001
2023 Q3	$99K	Hold	2,000	–	–	﹤0.01%	960
2023 Q2	$98.8K	Hold	2,000	–	–	﹤0.01%	975
2023 Q1	$98.6K	Buy	+2,000	New	+$98.5K	﹤0.01%	977
2022 Q3	–	Sell	-2,000	Closed	-$98K	–	2511
2022 Q2	$98K	Sell	2,000 -2,000	-50%	-$98.3K	﹤0.01%	1044
2022 Q1	$197K	Hold	4,000	–	–	0.01%	907
2021 Q4	$198K	Hold	4,000	–	–	﹤0.01%	1098
2021 Q3	$199K	Buy	+4,000	New	+$199K	0.01%	931
2021 Q2	–	Sell	-1,500	Closed	-$75K	–	2889
2021 Q1	$75K	Buy	+1,500	New	+$74.8K	﹤0.01%	1523

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

Spire Wealth Management's PULS Position: Q2 2026 in Review

Spire Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 54% in Q2 2026, buying an estimated $2.94M and bringing the position to 169,691 shares worth $8.41M. The position accounts for 0.25% of the portfolio, ranked #92.

Spire Wealth Management first reported a position in PULS in Q1 2021 and has held it in 16 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Spire Wealth Management held 169,691 shares of PGIM Ultra Short Bond ETF worth $8.41M as of Q2 2026.
Spire Wealth Management bought 59,302 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.94M.
PGIM Ultra Short Bond ETF made up 0.25% of Spire Wealth Management's portfolio in Q2 2026, its #92 holding.
Spire Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2021 and has held it in 16 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.