Waldron Private Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Waldron Private Wealth’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
2025 Q4	–	Sell	-5,043	Closed	-$251K	–	337
2025 Q3	$251K	Hold	5,043	–	–	0.01%	279
2025 Q2	$251K	Sell	5,043 -403	-7%	-$20K	0.01%	273
2025 Q1	$271K	Hold	5,446	–	–	0.01%	255
2024 Q4	$271K	Hold	5,446	–	–	0.01%	355
2024 Q3	$271K	Sell	5,446 -604	-10%	-$30K	0.01%	343
2024 Q2	$301K	Hold	6,050	–	–	0.01%	311
2024 Q1	$301K	Hold	6,050	–	–	0.01%	314
2023 Q4	$301K	Sell	6,050 -909	-13%	-$44.9K	0.01%	307
2023 Q3	$344K	Buy	+6,959	New	+$343K	0.02%	267

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waldron Private Wealth's PULS Position: Q4 2025 in Review

Waldron Private Wealth sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 5,043 shares — an estimated $251K sold.

Waldron Private Wealth first reported a position in PULS in Q3 2023 and held it in 9 quarters. The position peaked at $344K in Q3 2023. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

Waldron Private Wealth reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
Waldron Private Wealth sold 5,043 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $251K.
Waldron Private Wealth first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 9 quarters.
Waldron Private Wealth's PGIM Ultra Short Bond ETF position peaked at $344K in Q3 2023.
415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on Waldron Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.