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Vickerman Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Vickerman Investment 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 		$33.3M Sell
672,130
-13,986
-2% -$694K 6.47% 4
2026
Q1 		$34M Sell
686,116
-112,093
-14% -$5.57M 7.14% 4
2025
Q4 		$39.6M Buy
798,209
+337
+0% +$16.8K 7.91% 3
2025
Q3 		$39.8M Buy
797,872
+54,288
+7% +$2.7M 8.04% 3
2025
Q2 		$37M Sell
743,584
-180,712
-20% -$8.96M 7.95% 2
2025
Q1 		$46M Sell
924,296
-162,864
-15% -$8.09M 10.41% 2
2024
Q4 		$53.9M Buy
1,087,160
+349,966
+47% +$17.4M 14.64% 1
2024
Q3 		$36.7M Buy
737,194
+136,332
+23% +$6.77M 10.78% 1
2024
Q2 		$29.9M Buy
600,862
+31,994
+6% +$1.59M 9.59% 1
2024
Q1 		$28.3M Buy
568,868
+20,052
+4% +$994K 9.12% 2
2023
Q4 		$27.1M Buy
548,816
+173,717
+46% +$8.58M 9.24% 2
2023
Q3 		$18.6M Buy
375,099
+1,932
+0.5% +$95.4K 7.58% 3
2023
Q2 		$18.4M Buy
373,167
+31,369
+9% +$1.55M 7.2% 2
2023
Q1 		$16.9M Buy
341,798
+167,353
+96% +$8.25M 6.65% 3
2022
Q4 		$8.57M Buy
+174,445
New +$8.56M 3.89% 4

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

Vickerman Investment Advisors's PULS Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 2% in Q2 2026, selling an estimated $694K and leaving 672,130 shares worth $33.3M. The position accounts for 6.47% of the portfolio, ranked #4.

Vickerman Investment Advisors first reported a position in PULS in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.9M in Q4 2024. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Vickerman Investment Advisors held 672,130 shares of PGIM Ultra Short Bond ETF worth $33.3M as of Q2 2026.
  • Vickerman Investment Advisors sold 13,986 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $694K.
  • PGIM Ultra Short Bond ETF made up 6.47% of Vickerman Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Vickerman Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Vickerman Investment Advisors's PGIM Ultra Short Bond ETF position peaked at $53.9M in Q4 2024.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.