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 Q2	$1.67M	Sell	33,629 -1,205	-3%	-$59.8K	0.01%	741
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 $1.81T 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

Waverly Advisors's PULS Position: Q2 2026 in Review

Waverly Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.5% in Q2 2026, selling an estimated $59.8K and leaving 33,629 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #741.

Waverly Advisors first reported a position in PULS in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.66M in Q1 2025. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Waverly Advisors held 33,629 shares of PGIM Ultra Short Bond ETF worth $1.67M as of Q2 2026.
Waverly Advisors sold 1,205 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $59.8K.
PGIM Ultra Short Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #741 holding.
Waverly Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 8 quarters since.
Waverly Advisors's PGIM Ultra Short Bond ETF position peaked at $2.66M in Q1 2025.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

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