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

Valeo 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 		$33.5M Buy
675,621
+58,712
+10% +$2.91M 0.71% 27
2026
Q1 		$30.5M Buy
616,909
+85,618
+16% +$4.25M 0.73% 26
2025
Q4 		$26.3M Buy
531,291
+487,841
+1,123% +$24.3M 0.59% 28
2025
Q3 		$2.17M Buy
+43,450
New +$2.16M 0.05% 158

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

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

Valeo Financial Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 9.5% in Q2 2026, buying an estimated $2.91M and bringing the position to 675,621 shares worth $33.5M. The position accounts for 0.71% of the portfolio, ranked #27.

Valeo Financial Advisors first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Valeo Financial Advisors held 675,621 shares of PGIM Ultra Short Bond ETF worth $33.5M as of Q2 2026.
  • Valeo Financial Advisors bought 58,712 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.91M.
  • PGIM Ultra Short Bond ETF made up 0.71% of Valeo Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Valeo Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.