Vertex Planning Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Vertex Planning Partners’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	$11.7M	Buy	236,284 +45,125	+24%	+$2.24M	1.74%	13
2026 Q1	$9.46M	Buy	191,159 +10,479	+6%	+$521K	1.84%	12
2025 Q4	$8.96M	Buy	180,680 +7,572	+4%	+$376K	2.08%	13
2025 Q3	$8.63M	Buy	173,108 +6,267	+4%	+$312K	1.65%	15
2025 Q2	$8.3M	Buy	166,841 +7,046	+4%	+$349K	1.73%	14
2025 Q1	$7.95M	Buy	159,795 +9,495	+6%	+$472K	1.73%	15
2024 Q4	$7.45M	Buy	+150,300	New	+$7.47M	1.64%	14

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Vertex Planning Partners's PULS Position: Q2 2026 in Review

Vertex Planning Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 24% in Q2 2026, buying an estimated $2.24M and bringing the position to 236,284 shares worth $11.7M. The position accounts for 1.74% of the portfolio, ranked #13.

Vertex Planning Partners first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Vertex Planning Partners held 236,284 shares of PGIM Ultra Short Bond ETF worth $11.7M as of Q2 2026.
Vertex Planning Partners bought 45,125 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.24M.
PGIM Ultra Short Bond ETF made up 1.74% of Vertex Planning Partners's portfolio in Q2 2026, its #13 holding.
Vertex Planning Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.