UWM
PULS icon

USAdvisors Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

USAdvisors Wealth Management’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 		– Sell
-4,320
Closed -$214K – 147
2026
Q1 		$214K Buy
+4,320
New +$215K 0.07% 128
2025
Q1 		– Sell
-7,923
Closed -$392K – 149
2024
Q4 		$392K Sell
7,923
-14,817
-65% -$736K 0.13% 90
2024
Q3 		$1.13M Sell
22,740
-282
-1% -$14K 0.4% 60
2024
Q2 		$1.14M Sell
23,022
-1,317
-5% -$65.3K 0.4% 55
2024
Q1 		$1.21M Buy
+24,339
New +$1.21M 0.46% 57
2023
Q4 		– Sell
-6,071
Closed -$300K – 132
2023
Q3 		$300K Sell
6,071
-635
-9% -$31.3K 0.13% 90
2023
Q2 		$330K Buy
6,706
+1,369
+26% +$67.4K 0.16% 85
2023
Q1 		$263K Buy
+5,337
New +$263K 0.13% 101

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
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
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

USAdvisors Wealth Management's PULS Position: Q2 2026 in Review

USAdvisors Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 4,320 shares — an estimated $214K sold.

USAdvisors Wealth Management first reported a position in PULS in Q1 2023 and held it in 8 quarters. The position peaked at $1.21M in Q1 2024. 206 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • USAdvisors Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,320 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $214K.
  • USAdvisors Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 8 quarters.
  • USAdvisors Wealth Management's PGIM Ultra Short Bond ETF position peaked at $1.21M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.