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TradeWell Securities’s PGIM Ultra Short Bond ETF PULS Stock Holding History

TradeWell Securities’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 		$1.83M Buy
37,022
+3,034
+9% +$151K 0.65% 22
2026
Q1 		$1.69M Buy
33,988
+2,541
+8% +$126K 0.71% 20
2025
Q4 		$1.56M Buy
31,447
+3,229
+11% +$161K 0.61% 23
2025
Q3 		$1.4M Buy
28,218
+5,920
+27% +$294K 0.59% 22
2025
Q2 		$1.11M Buy
22,298
+216
+1% +$10.7K 0.53% 22
2025
Q1 		$1.1M Buy
22,082
+3,312
+18% +$164K 0.6% 21
2024
Q4 		$930K Buy
+18,770
New +$932K 0.48% 21

Other funds holding PULS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TradeWell Securities's PULS Position: Q2 2026 in Review

TradeWell Securities increased its PGIM Ultra Short Bond ETF (PULS) stake by 8.9% in Q2 2026, buying an estimated $151K and bringing the position to 37,022 shares worth $1.83M. The position accounts for 0.65% of the portfolio, ranked #22.

TradeWell Securities first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • TradeWell Securities held 37,022 shares of PGIM Ultra Short Bond ETF worth $1.83M as of Q2 2026.
  • TradeWell Securities bought 3,034 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $151K.
  • PGIM Ultra Short Bond ETF made up 0.65% of TradeWell Securities's portfolio in Q2 2026, its #22 holding.
  • TradeWell Securities first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 216 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.