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

United Capital 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 		$21M Buy
423,725
+87,320
+26% +$4.33M 0.12% 151
2026
Q1 		$16.7M Buy
336,405
+69,031
+26% +$3.43M 0.1% 161
2025
Q4 		$13.3M Buy
+267,374
New +$13.3M 0.08% 194

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

United Capital Financial Advisors's PULS Position: Q2 2026 in Review

United Capital Financial Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 26% in Q2 2026, buying an estimated $4.33M and bringing the position to 423,725 shares worth $21M. The position accounts for 0.12% of the portfolio, ranked #151.

United Capital Financial Advisors first reported a position in PULS in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • United Capital Financial Advisors held 423,725 shares of PGIM Ultra Short Bond ETF worth $21M as of Q2 2026.
  • United Capital Financial Advisors bought 87,320 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $4.33M.
  • PGIM Ultra Short Bond ETF made up 0.12% of United Capital Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • United Capital Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

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