Summit Financial Strategies’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Summit Financial Strategies’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	$747K	Sell	15,075 -4,538	-23%	-$225K	0.05%	82
2026 Q1	$971K	Buy	19,613 +3,374	+21%	+$168K	0.08%	71
2025 Q4	$805K	Buy	16,239 +3,544	+28%	+$176K	0.07%	73
2025 Q3	$633K	Buy	12,695 +994	+8%	+$49.4K	0.05%	79
2025 Q2	$582K	Buy	11,701 +4,389	+60%	+$218K	0.05%	80
2025 Q1	$364K	Buy	+7,312	New	+$363K	0.04%	102

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

Summit Financial Strategies's PULS Position: Q2 2026 in Review

Summit Financial Strategies reduced its PGIM Ultra Short Bond ETF (PULS) stake by 23% in Q2 2026, selling an estimated $225K and leaving 15,075 shares worth $747K. The position accounts for 0.05% of the portfolio, ranked #82.

Summit Financial Strategies first reported a position in PULS in Q1 2025 and has held it in 6 quarters since. The position peaked at $971K in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Summit Financial Strategies held 15,075 shares of PGIM Ultra Short Bond ETF worth $747K as of Q2 2026.
Summit Financial Strategies sold 4,538 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $225K.
PGIM Ultra Short Bond ETF made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #82 holding.
Summit Financial Strategies first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Strategies's PGIM Ultra Short Bond ETF position peaked at $971K in Q1 2026.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.