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

SteelPeak 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	$2.27M	Buy	45,732 +32,646	+249%	+$1.62M	0.06%	220
2026 Q1	$650K	Sell	13,086 -7,494	-36%	-$372K	0.02%	350
2025 Q4	$1.03M	Sell	20,580 -1,680	-8%	-$83.5K	0.03%	270
2025 Q3	$1.11M	Buy	22,260 +5,195	+30%	+$258K	0.04%	277
2025 Q2	$849K	Sell	17,065 -1,561	-8%	-$77.4K	0.03%	293
2025 Q1	$926K	Buy	18,626 +14,126	+314%	+$701K	0.04%	265
2024 Q4	$224K	Buy	+4,500	New	+$224K	0.01%	469
2024 Q3	–	Sell	-20,614	Closed	-$1.02M	–	592
2024 Q2	$1.02M	Buy	+20,614	New	+$1.02M	0.05%	227

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

SteelPeak Wealth's PULS Position: Q2 2026 in Review

SteelPeak Wealth increased its PGIM Ultra Short Bond ETF (PULS) stake by 249% in Q2 2026, buying an estimated $1.62M and bringing the position to 45,732 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #220.

SteelPeak Wealth first reported a position in PULS in Q2 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

SteelPeak Wealth held 45,732 shares of PGIM Ultra Short Bond ETF worth $2.27M as of Q2 2026.
SteelPeak Wealth bought 32,646 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.62M.
PGIM Ultra Short Bond ETF made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #220 holding.
SteelPeak Wealth first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 8 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.