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Vista Investment Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Vista Investment 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 		– Sell
-155,635
Closed -$7.7M – 184
2026
Q1 		$7.7M Buy
+155,635
New +$7.73M 2.04% 8
2025
Q2 		– Sell
-87,165
Closed -$4.33M – 163
2025
Q1 		$4.33M Buy
+87,165
New +$4.33M 1.32% 23
2024
Q4 		– Sell
-5,513
Closed -$274K – 163
2024
Q3 		$274K Buy
5,513
+645
+13% +$32K 0.09% 131
2024
Q2 		$242K Buy
+4,868
New +$241K 0.08% 138

Other funds holding PULS

CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Vista Investment Partners's PULS Position: Q2 2026 in Review

Vista Investment Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 155,635 shares — an estimated $7.7M sold.

Vista Investment Partners first reported a position in PULS in Q2 2024 and held it in 4 quarters. The position peaked at $7.7M in Q1 2026. 128 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Vista Investment Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners sold 155,635 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $7.7M.
  • Vista Investment Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and held it in 4 quarters.
  • Vista Investment Partners's PGIM Ultra Short Bond ETF position peaked at $7.7M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.