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

Summit Financial’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
Q1 		$1.94M Sell
39,062
-10,904
-22% -$542K 0.02% 584
2025
Q4 		$2.49M Buy
49,966
+2,022
+4% +$101K 0.04% 437
2025
Q3 		$2.39M Buy
+47,944
New +$2.38M 0.04% 436

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's PULS Position: Q1 2026 in Review

Summit Financial reduced its PGIM Ultra Short Bond ETF (PULS) stake by 22% in Q1 2026, selling an estimated $542K and leaving 39,062 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #584.

Summit Financial first reported a position in PULS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Summit Financial held 39,062 shares of PGIM Ultra Short Bond ETF worth $1.94M as of Q1 2026.
  • Summit Financial sold 10,904 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $542K.
  • PGIM Ultra Short Bond ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #584 holding.
  • Summit Financial first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's PGIM Ultra Short Bond ETF position peaked at $2.49M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.