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

Team Financial Group’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	$518K	Sell	10,458 -392	-4%	-$19.5K	0.22%	27
2026 Q1	$537K	Sell	10,850 -2,006	-16%	-$99.6K	0.24%	23
2025 Q4	$638K	Sell	12,856 -1,826	-12%	-$90.8K	0.29%	22
2025 Q3	$732K	Sell	14,682 -1,836	-11%	-$91.3K	0.34%	21
2025 Q2	$822K	Sell	16,518 -1,604	-9%	-$79.5K	0.4%	17
2025 Q1	$901K	Sell	18,122 -8,943	-33%	-$444K	0.52%	17
2024 Q4	$1.34M	Sell	27,065 -697	-3%	-$34.6K	0.77%	19
2024 Q3	$1.38M	Sell	27,762 -1,706	-6%	-$84.7K	0.82%	17
2024 Q2	$1.46M	Buy	29,468 +1,326	+5%	+$65.8K	0.94%	17
2024 Q1	$1.4M	Sell	28,142 -25,528	-48%	-$1.27M	0.94%	16
2023 Q4	$2.65M	Buy	53,670 +1,575	+3%	+$77.8K	1.9%	14
2023 Q3	$2.58M	Buy	+52,095	New	+$2.57M	2.13%	12

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

Team Financial Group's PULS Position: Q2 2026 in Review

Team Financial Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.6% in Q2 2026, selling an estimated $19.5K and leaving 10,458 shares worth $518K. The position accounts for 0.22% of the portfolio, ranked #27.

Team Financial Group first reported a position in PULS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q4 2023. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Team Financial Group held 10,458 shares of PGIM Ultra Short Bond ETF worth $518K as of Q2 2026.
Team Financial Group sold 392 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $19.5K.
PGIM Ultra Short Bond ETF made up 0.22% of Team Financial Group's portfolio in Q2 2026, its #27 holding.
Team Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's PGIM Ultra Short Bond ETF position peaked at $2.65M in Q4 2023.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.