U.S. Capital Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

U.S. Capital Wealth 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 Q1	$6.69M	Buy	135,074 +38,469	+40%	+$1.91M	0.17%	145
2025 Q4	$4.79M	Buy	96,605 +25,121	+35%	+$1.25M	0.13%	194
2025 Q3	$3.56M	Buy	71,484 +38,667	+118%	+$1.92M	0.1%	218
2025 Q2	$1.63M	Sell	32,817 -6,080	-16%	-$302K	0.05%	335
2025 Q1	$1.93M	Sell	38,897 -3,525	-8%	-$175K	0.06%	294
2024 Q4	$2.1M	Buy	42,422 +14,961	+54%	+$743K	0.07%	291
2024 Q3	$1.37M	Buy	+27,461	New	+$1.36M	0.05%	318

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's PULS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 40% in Q1 2026, buying an estimated $1.91M and bringing the position to 135,074 shares worth $6.69M. The position accounts for 0.17% of the portfolio, ranked #145.

U.S. Capital Wealth Advisors first reported a position in PULS in Q3 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

U.S. Capital Wealth Advisors held 135,074 shares of PGIM Ultra Short Bond ETF worth $6.69M as of Q1 2026.
U.S. Capital Wealth Advisors bought 38,469 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $1.91M.
PGIM Ultra Short Bond ETF made up 0.17% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #145 holding.
U.S. Capital Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 7 quarters since.
445 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.