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Steward Partners Investment Advisory’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Steward Partners Investment Advisory’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 		$3.66M Buy
73,809
+6,447
+10% +$320K 0.02% 677
2026
Q1 		$3.33M Buy
67,362
+29,388
+77% +$1.46M 0.02% 667
2025
Q4 		$1.88M Buy
37,974
+6,948
+22% +$345K 0.01% 810
2025
Q3 		$1.55M Buy
31,026
+8,696
+39% +$432K 0.01% 870
2025
Q2 		$1.11M Sell
22,330
-7,934
-26% -$393K 0.01% 946
2025
Q1 		$1.51M Buy
30,264
+17,420
+136% +$865K 0.01% 764
2024
Q4 		$636K Buy
12,844
+442
+4% +$22K 0.01% 1054
2024
Q3 		$617K Sell
12,402
-27,969
-69% -$1.39M 0.01% 1028
2024
Q2 		$2.01M Buy
40,371
+38,951
+2,743% +$1.93M 0.02% 581
2024
Q1 		$70.6K Buy
1,420
+900
+173% +$44.6K ﹤0.01% 1939
2023
Q4 		$25.7K Sell
520
-1,537
-75% -$75.9K ﹤0.01% 2289
2023
Q3 		$102K Sell
2,057
-1,635
-44% -$80.7K ﹤0.01% 1561
2023
Q2 		$182K Sell
3,692
-2,103
-36% -$104K ﹤0.01% 1327
2023
Q1 		$286K Sell
5,795
-3,973
-41% -$196K ﹤0.01% 1133
2022
Q4 		$480K Buy
9,768
+9,264
+1,838% +$454K 0.01% 920
2022
Q3 		$25K Buy
+504
New +$24.7K ﹤0.01% 2115
2020
Q1 		– Sell
-15,172
Closed -$759K – 2654
2019
Q4 		$759K Buy
15,172
+4,972
+49% +$249K 0.02% 525
2019
Q3 		$511K Buy
10,200
+3,800
+59% +$190K 0.02% 573
2019
Q2 		$321K Buy
6,400
+2,000
+45% +$100K 0.01% 674
2019
Q1 		$220K Hold
4,400
– – 0.01% 719
2018
Q4 		$219K Buy
4,400
+3,400
+340% +$170K 0.01% 690
2018
Q3 		$50K Buy
+1,000
New +$50.1K ﹤0.01% 1195

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

Steward Partners Investment Advisory's PULS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PGIM Ultra Short Bond ETF (PULS) stake by 9.6% in Q2 2026, buying an estimated $320K and bringing the position to 73,809 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #677.

Steward Partners Investment Advisory first reported a position in PULS in Q3 2018 and has held it in 22 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Steward Partners Investment Advisory held 73,809 shares of PGIM Ultra Short Bond ETF worth $3.66M as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,447 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $320K.
  • PGIM Ultra Short Bond ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #677 holding.
  • Steward Partners Investment Advisory first reported a position in PGIM Ultra Short Bond ETF in Q3 2018 and has held it in 22 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.