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

Strategic Wealth Partners’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 		$45.3K Hold
915
– – ﹤0.01% 548
2026
Q1 		$45.3K Buy
915
+201
+28% +$9.98K ﹤0.01% 532
2025
Q4 		$35.4K Hold
714
– – ﹤0.01% 580
2025
Q3 		$35.6K Hold
714
– – ﹤0.01% 620
2025
Q2 		$35.5K Buy
+714
New +$35.4K ﹤0.01% 556

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

Strategic Wealth Partners's PULS Position: Q2 2026 in Review

Strategic Wealth Partners held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 915 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Strategic Wealth Partners first reported a position in PULS in Q2 2025 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Strategic Wealth Partners held 915 shares of PGIM Ultra Short Bond ETF worth $45.3K as of Q2 2026.
  • Strategic Wealth Partners left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #548 holding.
  • Strategic Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.