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

Transamerica Financial Advisors’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 		$2.54M Sell
51,303
-1,748
-3% -$86.7K 0.22% 105
2026
Q1 		$2.63M Buy
53,051
+305
+0.6% +$15.2K 0.22% 106
2025
Q4 		$2.62M Sell
52,746
-3,436
-6% -$171K 0.22% 111
2025
Q3 		$2.8M Buy
56,182
+958
+2% +$47.6K 0.23% 96
2025
Q2 		$2.75M Buy
55,224
+3,157
+6% +$157K 0.26% 88
2025
Q1 		$2.59M Buy
52,067
+5,758
+12% +$286K 0.26% 91
2024
Q4 		$2.29M Sell
46,309
-594
-1% -$29.5K 0.23% 100
2024
Q3 		$2.33M Buy
46,903
+25,315
+117% +$1.26M 0.23% 100
2024
Q2 		$1.07M Hold
21,588
– – 0.11% 129
2024
Q1 		$1.07M Sell
21,588
-161,468
-88% -$8M 0.11% 143
2023
Q4 		$9.04M Sell
183,056
-75,977
-29% -$3.75M 1.25% 17
2023
Q3 		$12.8M Buy
259,033
+50,323
+24% +$2.48M 1.73% 10
2023
Q2 		$10.3M Sell
208,710
-595,162
-74% -$29.3M 1.34% 14
2023
Q1 		$39.6M Buy
803,872
+404,050
+101% +$19.9M 5.24% 3
2022
Q4 		$19.6M Buy
399,822
+82,635
+26% +$4.05M 2.8% 4
2022
Q3 		$15.6M Buy
+317,187
New +$15.6M 2.29% 6

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

Transamerica Financial Advisors's PULS Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.3% in Q2 2026, selling an estimated $86.7K and leaving 51,303 shares worth $2.54M. The position accounts for 0.22% of the portfolio, ranked #105.

Transamerica Financial Advisors first reported a position in PULS in Q3 2022 and has held it in 16 quarters since. The position peaked at $39.6M in Q1 2023. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Transamerica Financial Advisors held 51,303 shares of PGIM Ultra Short Bond ETF worth $2.54M as of Q2 2026.
  • Transamerica Financial Advisors sold 1,748 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $86.7K.
  • PGIM Ultra Short Bond ETF made up 0.22% of Transamerica Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Transamerica Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Transamerica Financial Advisors's PGIM Ultra Short Bond ETF position peaked at $39.6M in Q1 2023.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.