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Valmark Advisers’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Valmark Advisers’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 		$7.07M Buy
142,721
+73,520
+106% +$3.65M 0.08% 123
2026
Q1 		$3.43M Buy
69,201
+22,350
+48% +$1.11M 0.04% 177
2025
Q4 		$2.32M Buy
46,851
+932
+2% +$46.3K 0.03% 219
2025
Q3 		$2.29M Sell
45,919
-2,096
-4% -$104K 0.03% 216
2025
Q2 		$2.39M Buy
+48,015
New +$2.38M 0.03% 200

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

Valmark Advisers's PULS Position: Q2 2026 in Review

Valmark Advisers increased its PGIM Ultra Short Bond ETF (PULS) stake by 106% in Q2 2026, buying an estimated $3.65M and bringing the position to 142,721 shares worth $7.07M. The position accounts for 0.08% of the portfolio, ranked #123.

Valmark Advisers first reported a position in PULS in Q2 2025 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Valmark Advisers held 142,721 shares of PGIM Ultra Short Bond ETF worth $7.07M as of Q2 2026.
  • Valmark Advisers bought 73,520 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.65M.
  • PGIM Ultra Short Bond ETF made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #123 holding.
  • Valmark Advisers first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.