Summit Wealth Group (Colorado)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Summit Wealth Group (Colorado)’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	$949K	Sell	19,144 -846	-4%	-$42K	0.08%	135
2026 Q1	$989K	Sell	19,990 -649	-3%	-$32.2K	0.1%	108
2025 Q4	$1.02M	Sell	20,639 -191,731	-90%	-$9.53M	0.14%	95
2025 Q3	$10.5M	Buy	212,370 +183,634	+639%	+$9.13M	1.11%	17
2025 Q2	$1.43M	Buy	+28,736	New	+$1.43M	0.36%	68

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 Wealth Group (Colorado)'s PULS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its PGIM Ultra Short Bond ETF (PULS) stake by 4.2% in Q2 2026, selling an estimated $42K and leaving 19,144 shares worth $949K. The position accounts for 0.08% of the portfolio, ranked #135.

Summit Wealth Group (Colorado) first reported a position in PULS in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Summit Wealth Group (Colorado) held 19,144 shares of PGIM Ultra Short Bond ETF worth $949K as of Q2 2026.
Summit Wealth Group (Colorado) sold 846 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $42K.
PGIM Ultra Short Bond ETF made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #135 holding.
Summit Wealth Group (Colorado) first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s PGIM Ultra Short Bond ETF position peaked at $10.5M in Q3 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.