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

Symphony 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
Q2 		$21.6M Buy
435,076
+23,123
+6% +$1.15M 2.36% 7
2026
Q1 		$20.4M Buy
411,953
+81,716
+25% +$4.06M 2.7% 5
2025
Q4 		$16.4M Buy
330,237
+3,975
+1% +$198K 2.2% 8
2025
Q3 		$16.3M Buy
326,262
+24,606
+8% +$1.22M 1.98% 12
2025
Q2 		$15M Buy
301,656
+292,277
+3,116% +$14.5M 1.97% 13
2025
Q1 		$465K Sell
9,379
-279,630
-97% -$13.9M 0.28% 63
2024
Q4 		$14.4M Buy
289,009
+254,857
+746% +$12.7M 2.26% 11
2024
Q3 		$1.7M Buy
34,152
+3,102
+10% +$154K 0.28% 76
2024
Q2 		$1.54M Buy
31,050
+207
+0.7% +$10.3K 0.28% 72
2024
Q1 		$1.53M Sell
30,843
-450
-1% -$22.3K 0.36% 67
2023
Q4 		$1.55M Sell
31,293
-3,841
-11% -$190K 0.33% 72
2023
Q3 		$1.73M Sell
35,134
-122,818
-78% -$6.06M 0.42% 44
2023
Q2 		$7.8M Sell
157,952
-19,167
-11% -$944K 1.91% 13
2023
Q1 		$8.73M Sell
177,119
-6,795
-4% -$335K 2.26% 12
2022
Q4 		$9.04M Buy
+183,914
New +$9.02M 2.39% 11

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

Symphony Financial's PULS Position: Q2 2026 in Review

Symphony Financial increased its PGIM Ultra Short Bond ETF (PULS) stake by 5.6% in Q2 2026, buying an estimated $1.15M and bringing the position to 435,076 shares worth $21.6M. The position accounts for 2.36% of the portfolio, ranked #7.

Symphony Financial first reported a position in PULS in Q4 2022 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Symphony Financial held 435,076 shares of PGIM Ultra Short Bond ETF worth $21.6M as of Q2 2026.
  • Symphony Financial bought 23,123 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.15M.
  • PGIM Ultra Short Bond ETF made up 2.36% of Symphony Financial's portfolio in Q2 2026, its #7 holding.
  • Symphony Financial first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.