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

Waverly 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 Q1	$1.72M	Sell	34,834 -7,702	-18%	-$383K	0.01%	677
2025 Q4	$2.11M	Sell	42,536 -5,750	-12%	-$286K	0.02%	589
2025 Q3	$2.41M	Sell	48,286 -2,102	-4%	-$104K	0.02%	477
2025 Q2	$2.51M	Sell	50,388 -3,150	-6%	-$156K	0.03%	451
2025 Q1	$2.66M	Buy	+53,538	New	+$2.66M	0.03%	417
2023 Q4	–	Sell	-4,300	Closed	-$213K	–	456
2023 Q3	$213K	Hold	4,300	–	–	0.01%	376
2023 Q2	$212K	Buy	+4,300	New	+$212K	0.01%	335

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's PULS Position: Q1 2026 in Review

Waverly Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 18% in Q1 2026, selling an estimated $383K and leaving 34,834 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #677.

Waverly Advisors first reported a position in PULS in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.66M in Q1 2025. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Waverly Advisors held 34,834 shares of PGIM Ultra Short Bond ETF worth $1.72M as of Q1 2026.
Waverly Advisors sold 7,702 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $383K.
PGIM Ultra Short Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #677 holding.
Waverly Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 7 quarters since.
Waverly Advisors's PGIM Ultra Short Bond ETF position peaked at $2.66M in Q1 2025.
443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.