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

Summit Global Investments’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 		$656K Sell
13,239
-321
-2% -$15.9K 0.04% 291
2026
Q1 		$671K Sell
13,560
-1,145
-8% -$56.9K 0.04% 276
2025
Q4 		$729K Sell
14,705
-1,083
-7% -$53.8K 0.04% 253
2025
Q3 		$787K Sell
15,788
-28
-0.2% -$1.39K 0.05% 234
2025
Q2 		$787K Sell
15,816
-1,856
-11% -$92K 0.05% 239
2025
Q1 		$879K Sell
17,672
-255,432
-94% -$12.7M 0.06% 187
2024
Q4 		$13.5M Sell
273,104
-1,982
-0.7% -$98.4K 0.85% 23
2024
Q3 		$13.7M Sell
275,086
-60,587
-18% -$3.01M 0.87% 24
2024
Q2 		$16.7M Sell
335,673
-11,656
-3% -$578K 1.13% 16
2024
Q1 		$17.3M Sell
347,329
-409,591
-54% -$20.3M 1.28% 11
2023
Q4 		$37.4M Sell
756,920
-18,545
-2% -$916K 2.45% 5
2023
Q3 		$38.4M Sell
775,465
-173,071
-18% -$8.54M 2.56% 4
2023
Q2 		$46.9M Sell
948,536
-193,237
-17% -$9.52M 3.1% 4
2023
Q1 		$56.3M Buy
1,141,773
+547,779
+92% +$27M 4.35% 2
2022
Q4 		$29.2M Buy
593,994
+99,723
+20% +$4.89M 2.46% 3
2022
Q3 		$24.3M Buy
+494,271
New +$24.2M 2.24% 2

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

Summit Global Investments's PULS Position: Q2 2026 in Review

Summit Global Investments reduced its PGIM Ultra Short Bond ETF (PULS) stake by 2.4% in Q2 2026, selling an estimated $15.9K and leaving 13,239 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #291.

Summit Global Investments first reported a position in PULS in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.3M in Q1 2023. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Summit Global Investments held 13,239 shares of PGIM Ultra Short Bond ETF worth $656K as of Q2 2026.
  • Summit Global Investments sold 321 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $15.9K.
  • PGIM Ultra Short Bond ETF made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #291 holding.
  • Summit Global Investments first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Summit Global Investments's PGIM Ultra Short Bond ETF position peaked at $56.3M in Q1 2023.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.